Reimbursements- New UI

How to approve the Reimbursements (Finance approval)
The Reimbursement process workflow goes through many steps. The employee applies the claims via the ESS portal, which will be sent to the Reporting Man...
Wed, 10 May, 2023 at 11:58 PM
How to enable Reimbursement Set up
On the home page click on the settings icon on the right-hand side.      Click “Configure Rules”.  Click “Addon Modules”.    Cli...
Mon, 3 Apr, 2023 at 10:16 PM
How to change the Reimbursement Approver
The Reimbursement Approver is the person who has been assigned the Finance role. You can have a single reimbursement approver for a single location.  Y...
Mon, 15 May, 2023 at 3:49 PM
How to Assign Reimbursement Approver
All Reimbursements claimed should be approved by the Reporting Manager and then the Finance Manager for further processing and payment.  The first step...
Sat, 13 May, 2023 at 12:10 AM
How to generate the Bank Statement for Reimbursements
You can view the expense reimbursement payouts to be submitted to the bank.  Use the readymade bank format reports to upload and pay online.  The Rei...
Mon, 15 May, 2023 at 3:54 PM
How to generate the Cash Statement- Reimbursement
This report provides the details of the reimbursement paid in cash to the employees.  The reimbursement will be paid by cash if the method of...
Sat, 13 May, 2023 at 1:02 PM
How to generate the Claims Report
This report helps you to view the status of the claims made by the employees and also helps you track the expenses better. The Reimbursements can be paid ...
Sat, 13 May, 2023 at 11:09 AM
How to Process the Reimbursements
Once the Finance Manager approves the claims, the next step is to process the Reimbursements.  The settlement of claims is done from the admin portal. ...
Sat, 13 May, 2023 at 12:52 PM
How to view the Claim Status
You can view the status of the reimbursement claim once the reimbursement is applied. It will also help you track if the claim is pending or approved. ...
Sat, 13 May, 2023 at 10:26 AM
How to create the Reimbursement Component
Reimbursement is the amount paid to an employee in lieu of expenses incurred due to a company project/assignment. The employee should produce the require...
Mon, 15 May, 2023 at 8:17 PM