Staffology HR Certified: All Things Expense Module

Date: 5th August 2026

Time: 13:00 - 14:00 GMT

Duration: 60 mins

Registration: https://go.iris.co.uk/Staffology_HR_Certified_All_Things_Expense_Module.html

Keeping accurate, consistent disciplinary records is critical for compliance and fair employee management. This session introduces Staffology HChasing expense receipts and manually processing reimbursements eats into valuable time. This session shows you how to streamline expense management using Staffology HR’s Expense Module, from capturing employee claims through to automated reimbursement via payroll.

What will I learn?

1. Set up Expense Types (hotel, train, car parking, mileage, etc.).
2. Configure Zones for multi-currency expense claims with automatic GBP conversion.
3. Add VAT percentages to show net and gross amounts on reports.
4. Create mileage claim types with automatic rate calculations.
5. Build approval routes for manager authorisation.
6. Enable employees to submit their own expense claims with supporting notes.
7. Upload receipts and supporting documentation to expense records.
8. Use mandatory notes fields to capture essential claim details.
9. Run comprehensive expense reports filtered by status and date range.
10. Link Expense Types to Payment headings for automatic payroll integration.
11. Configure superuser approval for claims when managers are unavailable.

Ideal for finance teams, payroll administrators, and HR professionals who want to reduce admin overhead, improve accuracy, and give employees a seamless expense claiming experience.

This session is available for Professional and Ultimate package customers only.