Remit employee expenses through payroll overview

You can remit employee expense reimbursements through payroll using your existing payroll process. Approved expense reports can be exported and processed to your payroll provider.

The following workflow explains how to remit employee expenses through payroll:

Employee expense liability account

After you enable Remit employee expenses through external payroll, select the employee expense liability account used for expense reimbursements. When an employee submits an expense report, Sage Intacct credits the employee expense liability account and debits the expense account.

For more information, go to Select an employee liability account for expense reimbursements.

Expense reports

Expense reports can include unlimited line items, each of which can specify different expense types, departments, and locations. Employees can add notes in addition to the mandatory data, such as expense type and cost. They can also add attachments to their expense reports.

For more information, go to Create expense reports.

Approve or decline expense reports

Managers assigned the appropriate permissions can approve or decline employee expense reports. When an expense report is approved, you can remit it through payroll. If an expense report is declined, you or the employee can correct and resubmit it for approval.

For more information, go to Approve expense reports.

Expense ledger report

Run the Expense ledger report to track and reconcile employee expense balances. The report displays the status of expense reports. Use the report to monitor outstanding balances and verify that employee reimbursements have been paid.

For more information, go to Expense ledger report.