PLATFORM / FINANCE + REPORTING / Expense reimbursement
FINANCE + REPORTING · Expense reimbursement
Reimbursements paid on the next paycheck.
Employees submit receipts and mileage from their phone; approved expenses are reimbursed tax-free on the next run.
- SUBMISSION
- Mobile receipt capture
- MILEAGE
- IRS rate applied
- APPROVALS
- By manager and amount
- PAYOUT
- On the next payroll
WHAT'S INCLUDED
- 01
Receipt capture
Snap and submit from a phone.
- 02
Mileage
Trips logged at the IRS rate.
- 03
Policy rules
Limits and categories enforced.
- 04
Non-taxable payout
Reimbursed outside taxable wages.
HOW IT WORKS
A planned go-live, with parallel runs first.
- 01Discovery + design. We map entities, pay rules, deductions, and integrations.
- 02Data + configuration. YTD wages, tax accounts, benefits, and GL mapping loaded and tested.
- 03Parallel runs. One or more payrolls run beside your current provider and matched to the cent.
- 04Go live. Usually at a quarter or year start. Employees invited, your team trained.
QUESTIONS ABOUT Expense reimbursement
- Which plan includes expense reimbursement?
- It is included from the Complete HCM plan up.
- Does it share data with the rest of Worklio?
- Yes. Every module works from one employee record, so changes flow to payroll, time, benefits, and reporting automatically.
- Can we add it later?
- Yes. Modules can be added at any time; your data is already in place.
SECURITY
Audited controls on every module.
SOC 2 Type II, ISO 27001, 27018, and 9001. Layered access rights, two-factor authentication, and a full audit trail.
IMPLEMENTATION
A named team, parallel runs first.
Fastest for 50–500 employees, phased for multi-entity enterprises.
WORKLIO INSURANCE
Benefits and comp, billed with payroll.
Benefits admin is free when Worklio Insurance Services is your broker of record.
- PAYROLL AND TAXES PAID
- $35+ Billion
- ACH TRANSACTIONS
- 23+ Million
- W-2S / 1099S PROCESSED
- 4.3+ Million
- EMPLOYEES PAID
- 2.8+ Million
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