Reimbursement
A Reimbursement repays an employee for money they spent on company business. It goes through approval, and once approved can be settled either through payroll or as a separate payment.
Where to find it
Go to HRM > New > Reimbursement.
Two ways to settle a claim
| Route | How the employee is repaid |
|---|---|
| Through salary | Added to the next payslip and paid with their salary. |
| Separate payment | Paid directly through Employee Payments, without waiting for payday. |
Field reference
| Field | Description |
|---|---|
| Employee | Who is claiming. |
| Date | When the expense was incurred. |
| Amount | What they spent. |
| Category | What kind of expense it was. |
| Project | Where the cost belongs to a project, so it is tracked against it. |
| Description | What the expense was for. |
| Attachment | The receipt. A claim without one is the first thing an auditor questions. |
Approval
Claims are approved before they can be paid. Approval is what turns the claim into a liability the company owes — until then it is a request.
Tag reimbursements to a project where one applies. Staff expenses incurred on client work are a real project cost, and a project showing only purchase costs understates what it actually consumed.
Related pages
- Reimbursements Inquiry — track claims and status
- Reimbursement View — one claim in detail
- Employee Payments — settling a claim
- Projects — where project costs accumulate