Content:
Employees who incur out-of-pocket expenses for business purposes (such as travel, meals, or office supplies) can log their claims directly in A4Tool. Once approved, these amounts can be paid out either directly or processed along with the monthly payroll as a reimbursement component.
Who can access it:
Employees who incur out-of-pocket expenses for business purposes (such as travel, meals, or office supplies) can log their claims directly in A4Tool. Once approved, these amounts can be paid out either directly or processed along with the monthly payroll as a reimbursement component.
- Employees (to submit claims).
- Reporting Managers and HR Admins (to approve).
- Navigate to Expenses or Reimbursements in the main sidebar.
- Click New Expense Request.
- Select the Expense Category (e.g., Travel, Meals, Office Supplies).
- Enter the Date of Expense and the total Amount.
- Upload the supporting Receipt or bill (PDF or image).
- Provide a brief Description explaining the business purpose.
- Click Submit.
- Go to the Expenses page. You will see a list of pending requests from your team.
- Review the amount and the attached receipt.
- Click Approve or Reject. If rejecting, you must provide a reason.
- Once fully approved by the manager and finance team, the amount is scheduled for payout.
- If your organization integrates reimbursements with payroll, the approved amount will automatically appear as a non-taxable "Reimbursement" component in your next payslip.