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Patreece Lopez

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Latest activity by Patreece Lopez
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    Patreece Lopez created an article,

    IRS Announces 2018 Standard Mileage Rates

    IRS Announces 2018 Standard Mileage Rates  On December 14, 2017 the Internal Revenue Service issued IR-2017-204. This annual document announced the 2018 standard mileage rates for business, medica...

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    Patreece Lopez commented,

    Hi Glenda,  I would be more than happy to assist you with your access, if you could send an email to support@trinetcloud.com we will be sure to get your issue resolved. 

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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,

    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...

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    Patreece Lopez created an article,

    How to Export Reports to TriNet Payroll

    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...