Link payroll types to expense types

To ensure expenses are exported correctly to your payroll system, each expense type must be linked to the appropriate payroll type. This article explains how to link payroll types to expense types and describes the difference between expenses paid by the employee and expenses paid directly by the employer.

Link a payroll type to an expense type

1. Go to Administration → Travel and Expenses → Expense types in the left-hand menu.
2. Locate the expense type you want to edit and click the arrow next to its name to open the settings.
3. In the Payroll type paid by the traveller field, select the appropriate payroll type from the list.
4. Save your changes.

Payroll type paid by the employer

You can also assign a payroll type in the Payroll type paid by the employer field.

This option is used when employees need to register expenses that have already been paid directly by the employer, such as supplier invoices or company-paid purchases.

Important: The payroll type selected here must be configured as a deduction payroll type in your payroll system. Otherwise, the expense may be reimbursed to the employee by mistake.

Learn more

For more information about creating expense types and the available settings, see the article Create expense types in Travel and Expenses.