View Reimbursement
The Reimbursement View is the full record of one expense claim — what was spent, why, what evidence supports it, and where it stands between submission and payment.
Where to find it
Open a claim from Reimbursements Inquiry, or from the reimbursements tab on an employee record.
Claim details
| Field | Description |
|---|---|
| Employee | Who is claiming. |
| Date | When the expense was incurred. |
| Amount | The value claimed. |
| Category | What kind of expense it was. |
| Project | Where the cost belongs, if tagged. |
| Description | What the expense was for. |
| Attachment | The receipt supporting the claim. |
Status
| Status | Meaning |
|---|---|
| Pending | Submitted, awaiting approval. Not yet a liability. |
| Approved | Accepted. The company now owes the employee. |
| Paid | Settled through payroll or a separate payment. |
| Declined | Rejected, with the reason recorded. |
Check the attachment before approving. A claim without a receipt is the first thing an auditor questions, and it is far easier to ask the employee for it now than months later.
Settling the claim
Approved claims are paid either through the next payslip or directly through Employee Payments. Until a payment is allocated against it, the claim stays outstanding.
Related pages
- Reimbursement — submit a claim
- Reimbursements Inquiry — track claims
- Employee Payments — settling a claim
- Projects — where tagged costs accumulate