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Role Required: Employer
Permission Required: N/A
Mode: FI Mode Only
Create Bonus Payment Entry
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Create Reimbursement Entry
An active employee service account for the employee/client combination is required in order to create a new reimbursement entry.
Log in to DCI
Click Employer on the main menu
Click Clients Employees on the submenu
Use the filters to search for the employee client and click Search
Click anywhere in the employee client row to open the details page
Click Actions
Select New Reimbursement Entry from the drop-down menu
Complete the Add New Reimbursement Entry form wizard
ClientAccount Type (required): Type and select Select from the drop-downAccount Type
- Employee Name (required): Select Type and select from the drop-down
Service code (required): Select from the drop-down
Dollar Amount (required): Enter the total amount to be reimbursed
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.
Please note: The total sum of the dates of service must match the dollar amount entered in the Dollar Amount field.
Notes (optional)
Invoice Attachments (required): Click the Choose Files button to upload supporting documents
Click Save then Yes to confirm
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