Fingercheck

With Fingercheck, you can approve the expense requests your employees create in the mobile app and the web, and even reimburse your employees for each pay cycle. 

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Log in to your Fingercheck account as an Administrator or Supervisor.

Click the SETUP tab &gt; Policies &gt; Expense Policies.

In the Code field, enter an abbreviated name (for example, Gas or 01). In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.

In the Description field, enter a short descriptive name (for example, Gas Reimbursement).

To designate the policy as a reimbursement policy, select Reimbursement.

Select one of the following fields (do not select both):

- Earnings Code: Select one of these options for pay that will be taxed. Options in this drop-down list are fed from SETUP &gt; Payroll &gt; Earnings. To more accurately categorize the expense, you can <a href="https://help.fingercheck.com/en/articles/1288732-how-to-set-up-earning-codes">create an earning</a>. Almost all codes are taxable (except for Mileage).
- Division Deduction: (Fingercheck 360 and 360 Plus only) Select one of these options for tax-free reimbursement (such as gas or phone reimbursements). Options in this drop-down list are fed from SETUP &gt; Payroll &gt; Deductions.

1. Log in to your Fingercheck account as an Administrator or Supervisor.
2. Click the SETUP tab &gt; Policies &gt; Expense Policies.
3. Click Add.

4. In the Code field, enter an abbreviated name (for example, Gas or 01). In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.
5. In the Description field, enter a short descriptive name (for example, Gas Reimbursement).
6. To designate the policy as a reimbursement policy, select Reimbursement.
7. Select one of the following fields (do not select both):
 - Earnings Code: Select one of these options for pay that will be taxed. Options in this drop-down list are fed from SETUP &gt; Payroll &gt; Earnings. To more accurately categorize the expense, you can <a href="https://help.fingercheck.com/en/articles/1288732-how-to-set-up-earning-codes">create an earning</a>. Almost all codes are taxable (except for Mileage).
 - Division Deduction: (Fingercheck 360 and 360 Plus only) Select one of these options for tax-free reimbursement (such as gas or phone reimbursements). Options in this drop-down list are fed from SETUP &gt; Payroll &gt; Deductions.
8. Click Save.

You might want to create additional expense policies, such as Office expenses, Travel expenses, and so on.

For more information, see also <a href="https://help.fingercheck.com/en/articles/77041-how-to-use-expense-reporting-on-the-mobile-app">How to Use Expense Reporting on the Mobile App</a>.

Click the TIME &amp; LABOR tab &gt; Expense Requests.

Click the plus icon (+) on the right side of the window.

Select the employee you'd like to make an expense for, and click Continue.

Complete the required fields and other fields as needed:

- Request Status: The options are Approve, Requested, and Declined.
- Expense Type: Select one of the expense types you have created. The expense types are created in SETUP &gt; Policies &gt; Expense Policies.
- Attachment icon (paperclip): Click the paperclip icon next to the Expense Type field to attach a related document (such as a receipt).
- Date: The date of the expense. The employee will be paid for the approved expense as long as date is within the pay period.
- Quantity: Enter a number if what you are charging for is represented numerically, for example, 50 miles. (This number does not affect the Amount unless you set up the Earning Codes to calculate.)
- Amount: The cost of the expense.
- Note: Enter a note detailing the expense and a justification.
- Other fields: Optionally, complete the rest of the fields if you want to allocate the reimbursements to specific department or jobs.

1. Log in to your Fingercheck account as an Administrator or Supervisor.
2. Click the TIME &amp; LABOR tab &gt; Expense Requests.
3. Click the plus icon (+) on the right side of the window.

4. Select the employee you'd like to make an expense for, and click Continue.

5. Complete the required fields and other fields as needed:
 - Request Status: The options are Approve, Requested, and Declined.
 - Expense Type: Select one of the expense types you have created. The expense types are created in SETUP &gt; Policies &gt; Expense Policies.
 - Attachment icon (paperclip): Click the paperclip icon next to the Expense Type field to attach a related document (such as a receipt).
 - Date: The date of the expense. The employee will be paid for the approved expense as long as date is within the pay period.
 - Quantity: Enter a number if what you are charging for is represented numerically, for example, 50 miles. (This number does not affect the Amount unless you set up the Earning Codes to calculate.)
 - Amount: The cost of the expense.
 - Note: Enter a note detailing the expense and a justification.
 - Other fields: Optionally, complete the rest of the fields if you want to allocate the reimbursements to specific department or jobs.
6. Click Save to finish.

Select the checkboxes for the requests you want to approve.

Once approved, the reimbursement will appear in the employee's check in the next payroll.

1. Log in to your Fingercheck account as an Administrator or Supervisor.
2. Click the TIME &amp; LABOR tab &gt; Expense Requests.
3. Select the checkboxes for the requests you want to approve.
4. Click Approve.
 
 Once approved, the reimbursement will appear in the employee's check in the next payroll.

This article describes how to set up your expense policy, so you can easily approve your employees' expense requests.

Set up an expense policy

Create expense requests for an employee

Approve pending requests