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Patreece Lopez

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Activity overview

Latest activity by Patreece Lopez
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    Patreece Lopez created an article,

    Unable to Add Credit Card (Resolved)

    Currently, we are experiencing an issue with adding credit cards to TriNet Expense.  Workflow: 1. Login to TriNet Expense 2. Click on "Accounts" tab top menu bar3. Click on any bank under...

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    Patreece Lopez created an article,

    Unable to Sync or Export Reports to Intacct

    There is a known issue regarding the syncing and exporting feature with Intacct in TriNet Expense.    Currently, if you attempt to sync with Intacct (Settings > Personal Settings > Integratio...

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    Patreece Lopez created an article,

    Alert: Financial Institution Consolidation

    The data vendor that facilitates the integration between TriNet Expense and our supported financial institutions has recently consolidated been consolidated. What this means for you? Some credit ca...

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    Patreece Lopez created an article,

    How to Export Reports to TriNet Payroll (Beta)

    TriNet Payroll Submittal How to Submit to TriNet Payroll from TriNet Expense The company administrators who have the TriNet Payroll integration installed and have the Full Payroll Entry Access rol...

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    Patreece Lopez created an article,

    Add Receipt to an Expense

      1. After your expense is created, click the blue "Add" link under the Receipts column.  View of expense not yet in a report.  View of expense in a report.    2. You are given the option...

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    Patreece Lopez created an article,

    What is the Unattached Receipts page?

    The Receipts page in TriNet Expense is the place where all pictures that are not assigned to an expense reside.  Essentially, this is a page where you can send your receipts for easy access later o...

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    Patreece Lopez created an article,

    Unable to Upload PDF Receipts

    Currently some users are unable to upload a PDF receipt image in TriNet Expense.  Users will receive an error message stating that  "The uploaded filetype (pdf) is invalid." An invalid PD...

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    Patreece Lopez created an article,

    Expense Rules

    Expense Rules allow you to setup a category rule for transactions that are downloaded from your credit card integration. If you have transactions that occur often on your credit card that need to b...

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    Patreece Lopez commented,

    All links in the Help Topics related to Browsing Offers and Logging into TriNet Marketplace have been fixed. 

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    Patreece Lopez created an article,

    TriNet Payroll Integration - Employee Setup Instructions (Beta)

    Activation of TriNet Payroll Integration  1. Sign into HrPassport.com and go to Money > Expenses. You will need to access TriNet Expense from TriNet Passport to complete the activation of yo...