Description: In this topic, the user will learn how to manage reimbursement entries by approving, rejecting, or editing. Reimbursement allows approved clients and employers the ability to submit payments, per a client’s authorization.
Role Required: Super User
Permission Required: Other Payment Admin
FI Mode Only
Approve, Reject, or Edit Pending Reimbursement Entries
Log in to the DCI web portal
Select Home from the main menu
Select Pending Other Payments from the submenu
Use the filters to specify search criteria and click Search
Click A to approve the entry or click the red R to reject
Click anywhere in the entry row to open the entry details page.
Alternatively, click Actions and select Approve or Reject from the drop-down menu.
Please note: Reimbursements may also be viewed from the entries table on the Client or Employee Details page.
Click Yes to confirm
To edit, click anywhere in the entry row to open the entry details page.
Click Actions
Select Edit Entry from the drop-down menu
Complete edits as needed
Click Save and Yes to confirm
Edit or Cancel Approved Reimbursement Entries
Log in to the DCI web portal
Select Home from the main menu
Select Clients or Employees from the submenu
Use filters to specify search criteria and click Search
Click anywhere in the employee or client row to open the profile details page
Use the search filters in the Entries table to find the desired Approved entry
Click anywhere in the entry row to open the entry details page
Click Actions
Select Edit Entry or Cancel Entry
If canceling, click Yes to confirm.
If editing, complete edits as needed.
Click Save and Yes to confirm
The compensated entry and the new corrected entry are created. The entry/entries must be approved to cancel the original entry.
Please note: Approved Reimbursement Entries are processed through Payroll and Billing batches just as punch entries are.
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