Description: In this topic, the user will learn how to create a new reimbursement entry. Reimbursement allows approved clients and employers to submit employee/employer reimbursements, per a client’s authorization.
*Please note: Employers can edit or reject pending reimbursement entries. Approved entries can be edited or canceled by a super user or a user with Other Payment Admin permission.
Role Required: Super User
Permission Required: Other Payment Admin
FI Mode Only
Log in with personal profile
Select Home from the main menu
Select Employees from the submenu
Enter the employee's name in the filter and click Search
Click anywhere in the employee row to open the Employee Details page
Click Actions
Select New Reimbursement Entry from the drop-down menu
Complete the form wizard
Entry Type: Auto-populates to Employer Reimbursement
Client: Type and select the client's name
Account Type (required): Select from the drop-down
Employee Name (required): Auto-populates
Service Code (required): Select from the drop-down
Dollar Amount (required): Enter the total amount for the reimbursement
Date(s) of Service (required): Enter the date and the amount. Click the blue plus sign (+) to add additional dates and amounts. The sum of the individual dates of service must match the amount in the Dollar Amount field (total amount).
Notes (optional): Add a description
Invoice Attachments (required) - Click the Choose Files button to attach an invoice
Click Save and Yes to confirm
The system will create one parent entry for the original reimbursement request in canceled status, and one child entry for each date of service listed on the parent entry.
These child entries will be in pending status and must be approved by an employer, super user, or user with other payment admin permission before being processed through payroll or billing.
The system will automatically create a service account for the employee/client/service code if one does not already exist. This allows employers, super users, and users with other payment admin permission to create an entry when they need to, even if an admin user has not had an opportunity to create the service account.
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