Description: In this topic you will learn how to create a new reimbursement entry. The functionality of reimbursements allows approved employees the ability to submit 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 superuser or a user with Vendor Admin permission.
Role Required: Superuser or Employer
Permission Required: N/A
FI Mode Only
Log in with your personal profile
Select Home tab from the main menu
Select Employees from the submenu
Use filters to specify search criteria and click Search
Click anywhere in the row to open the details page
Select the Actions button
Select the New Reimbursement Entry tab from the Actions dropdown
Complete the form wizard
Click Save
Select Yes on the confirmation alert window
The system will create one parent entry for the original Employer Reimbursement Request in cancelled 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 Reimbursement Admin before being processed through payroll or billing.
They system will create a service account if it does not exist, for the employee/client/service code
This allows the employer to create an entry if necessary prior to the admin user creating the service account
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