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Description: In this topic you , the user will learn how to manage reimbursement entries by approving, rejecting, or editing. Reimbursements is a function that Reimbursement allows approved employeesclients and employers the ability to submit payments, per a client’s authorization.

Role Required:Superuser Super User

Permission Required: Other Payment Admin

FI Mode Only

Approve

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, Reject, or Edit Pending Reimbursement Entries

1. Login with appropriate profileLog in to the DCI web portal

2. Select Home from the main menu

3. Select Pending Other Payments from the   submenu

4. Use the filters to specify search criteria and click Search

5. SelectClick A to approve the entry or click the red R to reject.

Users can also click

6. 1. Click anywhere in the entry row

of

7. 1.  to open the entry

to open the

8. 1. details page.

Select

9. 1. 1. Alternatively, click Actions 

button. Select

10. 1. 1. and select Approve or Reject from the

actions dropdown.

11. 1. 1. drop-down menu.

       2. Please note: Reimbursements may also be viewed

Alternatively, view reimbursements

12. 1. 1. from the entries table on the Client or Employee Details

Page

13. 1. 1. page.

14. Click Yes to confirm

15. To edit, click anywhere in the entry row to open the entry details page.

    1. Click Actions

    2. Select Edit Entry from the drop-down menu

    3. Complete edits as needed

16. Click Save on the confirmation alert window and Yes to confirm

Edit or Cancel Approved Reimbursement Entries

1. Login with appropriate profile.Log in to the DCI web portal

2. Select Home from the main menu

3. Select Clients or Employees from the submenu

4. Use filters to specify search criteria and click Search

5. Select Click anywhere in the   employee   or   client row by clicking anywhere in the row to open the profile details page

6. Use the search filters in the Entries table to find the desired Approved entry

7. Select the entry by clicking Click anywhere in the entry row to open the entry details page

8. The entry must be in a the status of approved to cancel or edit

If the entry is in pending status, you can only edit the entry

10. Click Actions button

11. Select Edit Entry or Cancel   EntryEdit the entry wizard, if you select the edit tab

12. If canceling, click Yes to confirm.

13. If editing, complete edits as needed.

14. Click Save, then and Yes on the confirmation window.to confirm

15. The compensating compensated entry and the new corrected entry (if editing the entry) will be are created. The entry/entries will need to must be approved to cancel the original entry.

Please note: Approved Reimbursement Entries can be are processed through Payroll and Billing batches just as punch entries are.

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