Reimbursements

Finance > Reimbursements

The Reimbursements page records payments to employees who have incurred expenses on behalf of your company.

Note: Entries added to this page are assumed to be subsequently processed by an integrated accounting package, such as Quickbooks.

Prerequisites

On the Vorex > Admin > Finance > Expense Type page:

• An expense type must be set to Available For: Employees or Employees or Vendors.

For Quickbooks integration:

• Expense items must be linked to both an income account and an expense account.
• The employee must have a vendor alias defined using the Vorex > HR > Employees > (employee) > Wages > Equivalent Vendor Record field.

To add items to the Vorex > Finance > Reimbursements page:

• The employee's expense entries must be approved.

Creating Reimbursements

1. Select the Finance > Reimbursements page.
2. Click New.
3. Enter the following fields.
   • Employee
   • Created On
   • Created By
   • Payment Type
   • Reference #
   • Amount
   • Memo
4. Click Save.