Description: In this topic, the user will learn how to create other types of payment entries as an employer. Other Payments include bonus payments for eligible employees and reimbursements for eligible expenses, per a client’s authorization.

*Please note: Other Payments can only be created for dollar-based hourly service codes that allow them.

Role Required: Employer

Permission Required: N/A

FI Mode Only

Create Bonus Payment Entry

  1. Log in to DCI

  2. Click Employer on the main menu

  3. Click Employees on the submenu

  4. Use the filters to search for the employee and click Search

  5. Click anywhere in the employee row to open the details page

  6. Click Actions

  7. Select New Bonus Payment from the drop-down menu

  8. Complete the Add New Bonus Payment form wizard

    1. Entry Type (required): Defaults to Bonus Payment

    2. Client (required): Type and select from the drop-down

    3. Account Type (required): Select from the drop-down

    4. Employee Name (required): Auto-populates

    5. Service code (required): Select from the drop-down

    6. Dollar Amount (required): Enter the total amount of the bonus payment

    7. Date of Service (required): Select the date

    8. Notes (optional)

    9. Attachment (optional): Click the blue Add Attachment link to upload supporting documents

  9. Click Save and Yes to confirm

Create Reimbursement Entry

An active employee service account for the employee/client combination is required prior to creating a new reimbursement entry, and the associated service code must have reimbursement entries enabled.

  1. Log in to DCI

  2. Click Employer on the main menu

  3. Click Clients on the submenu

  4. Use the filters to search for the client and click Search

  5. Click anywhere in the client row to open the details page

  6. Click Actions

  7. Select New Reimbursement Entry from the drop-down menu

  8. Complete the Add New Reimbursement Entry form wizard

    1. Entry Type (required): Defaults to Employer Reimbursement
    2. Client (required): Auto-populates

    3. Account Type (required): Select from the drop-down

    4. Employee Name (required): Type and select from the drop-down

    5. Service code (required): Select from the drop-down

    6. Dollar Amount (required): Enter the total amount to be reimbursed. Must match attached invoice or receipt.

    7. Date(s) of Service (required): This may be one date or multiple dates. Enter the date and the amount for that date then click the blue plus sign (+) to add more as needed.

      1. Please note: The sum of the dates of service must match the dollar amount entered in the Dollar Amount field (see step 8f).

    8. Notes (optional)

    9. Invoice Attachments (required): Click the Choose Files button to upload supporting documents (i.e., Completed Goods & Services Request Form, training invoice, etc.). Attachment must be in PDF, JPG, or PNG format.

  9. Click Save and Yes to confirm