This article is for Global Payroll clients and explains how to enable, approve, edit payroll expenses for their Global Payroll Direct Employees.
In this article:
Before you start
- Invoice expenses are payment items that can be added by you or your employee each payroll cycle.
- These expenses appear on your invoice and are paid out to the employee according to their local tax laws.
- Expenses follow standard cut-off dates for payroll.
How to enable Global Payroll expenses
✅ Step 1 - Select Organization Settings
✅ Step 2 - Select Custom Adjustments
✅ Step 3 – Toggle to enable expenses for Global Payroll
Use the toggle for "Settings: Allow contractors submit adjustments" at the top of the screen to enable expenses.
You can disable Global Payroll expenses at any time by toggling the option off.
How to review and approve expenses for the current cycle
There are two options to review an expense:
Option 1: Through the individual employee's profile. You must approve each expense separately.
Option 2: From your Expenses tab. You can approve one or multiple expenses at the same time.
From the Employee profile
By accessing the employee's profile, you will have access to their list of expenses that are approved, denied, or pending for the current cycle.
You must take action on the status of each expense individually.
From the Expenses tab
✅ Step 1 – Select the Expenses tab on your home page
The Expenses tab will be visible on your home page as long as Global Payroll is enabled.
✅ Step 2 – Select your filters
You can customize the filter by status, entity, country, categories, and cycle period.
You will be able to review the list of expenses and corresponding details including employee name, amount, submission date, and more.
✅ Step 3 – Review supporting documents
You can click on the file to access any supporting documentation uploaded by the employee
✅ Step 4 – Deny or Approve the expense request
Click the three dots on the Options menu to deny or approve an individual request.
You can also mass-approve multiple specific expenses or all submitted expenses, at the same time.
Select the specific expenses or all expenses and then click Approve selected or Deny selected.
You can download an expense report by clicking Export data.
[ACCORDION] Can I change the status of an expense that I previously denied?
Yes, as long as the cut-off date has not been reached, the expense can be changed from approved to denied or from denied to approved.
[ACCORDION] Can I add an expense on behalf of my direct employee?
No, it is currently not possible to add an expense on behalf of an employee.
Employees must add expenses and upload documentation using their employee Deel accounts.
[ACCORDION] Can I review the list of expenses from previous months?
Yes, you can customize the filter to access the list of expenses from previous months, or a custom time period.
[ACCORDION] Can I download the expense report for a specific pay cycle?
Yes, you can customize your filter to review a particular cycle or customize the date range.