Administrating the Benefit expense feature
Your employees submit their requests in the Alleo app
The expense amounts are automatically deducted from the employee's budget
An email is sent to notify expense approver of new expense requests.
All expense request are made available in the Budget Requests section of the Alleo Portal
You can approve or decline the requests
When you decline a request, you can leave a comment providing context to the employee.
When expense is declined, budget is automatically added back to employees Alleo account.
The employee receives a status update via email
You can export the approved expenses and share this with your Finance team for payment
To check which requests are still pending review, use the "Request Status" filter.
One off vs. Monthly expense requests
When submitting the expense form your employees can choose between a 'One off' and 'Monthly' expense:
One off expense:
This will result in a single budget deduction and a single pay out by you as the employer.
Monthly expense:
This will result in a monthly recurring deduction from the budget and a recurring pay out by you as the employer, for the time frame selected by the employee.
The monthly request is submitted by the employee only once. Based on the dates and invoices provided, you can set up automatic payouts to the employee.
To determine if an expense request is "One-Off" or "Monthly," click on the specific request in the portal or export the report for a detailed overview.
Expense Approver
In order to make use of the Expense feature an 'Approver' email address must be defined. This approver will receive email notifications when a new expense is submitted. The approver email is also the only email address which can be used to view expenses in the Alleo Portal. We recommend to use a shared email address like people@company.com or finance@company.com for this purpose.
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