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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

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  1. Log in to the DCI web portal

  2. Select Home from the main menu

  3. Select Pending Other Payments from the

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  1. submenu

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

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  1. Click A to approve the entry or click the red R to reject

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    1. Click anywhere in the entry row

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    1.  to open the entry

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    1. details page.

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      1. Alternatively, click Actions 

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      1. and select Approve or Reject from the

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      1. drop-down menu.

      2. Please note: Reimbursements may also be viewed

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

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      1. page.

  1. Click Yes to confirm

  2. 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

  3. Click Save

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  1.  and Yes to confirm

Edit or Cancel Approved Reimbursement Entries

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  1. 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

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  1. Click anywhere in the

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  1. employee

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  1. or

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  1. client row 

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  1. to open the profile details page

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

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  1. Click anywhere in the entry row to open the entry details page

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

  1. Click Actions

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  1. Select Edit Entry or Cancel

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  1. Entry

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  1. If canceling, click Yes to confirm.

  2. If editing, complete edits as needed.

  3. Click Save

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  1.  and Yes 

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  1. to confirm

  2. The

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  1. compensated entry and the new corrected entry

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  1. are created. The entry/entries

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  1. 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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