Academy

Reimburse an employee

Pay an employee back for a posted expense report - one report at a time, in instalments, or several reports in one payment.

Expenses & Petty Cash 4 steps Expenses - Manager
Draft lesson. The steps are checked against the live system when the video is recorded.
Where to find it ExpensesPay Reimbursements

Before you start

The expense report must be posted. See Approve and post an expense report.

Steps

  1. To pay one report, open it and record a payment. Use Pay Part to pay in instalments.
  2. To pay several reports together, open Expenses > Pay Reimbursements.
  3. Tick the reports you are paying and adjust Pay now if you are not paying a report in full.
  4. Choose the bank or cash journal the money comes from, and pay.

What happens next

A report shows Paid once nothing is left to pay. Expenses > Employee Balances shows what the company still owes each employee and what each employee still holds from advances - the totals match the two accounts in the Trial Balance.

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