Reimbursement Request for Multiple Payments

Go to Requests tab -> Select Reimbursement -> Click + New Request -> Select Multiple Payments ->  Fill in the information -> Submit Request

💬  Note

Before submitting a Reimbursement Request for an employee:

  • The Payment Type must be enabled to the Branch where the employees works.
  • The Submit Request checkbox must be ticked,

Only after these steps are configured can a Reimbursement Request be submitted.

How to Submit Reimbursement Request for Multiple Payments

  1. Go to the Requests tab.
  2. Select Reimbursement.

  3. Click + New Request.

  4. Select Multiple Payments.

  5. Select Company, and Employee.
  6. Select the Reimbursement Name.
  7. Enter the date (the date the payment was made in advance). You may submit more than one Reimbursement Request per day (based on the Request date).
  8. Enter the amount.
  9. Select the Reason Type and enter the Reason (if any) by clicking the Reason icon. 

    1. Once a reason is entered, the icon will change to a green checkmark. 

      Note:  If the Reason Type dropdown is not displayed, it means the setting has not been configured. To configure Reason Types: Preferences -> Payroll -> Payment -> Edit Payment -> Select the Payment type to edit -> Click Settings tab ->  Enable Reason Type and enter desired reasons for dropdown options -> Click Save.

  10. Attach supporting documents by clicking the Attachment icon.

    1. Once a document is uploaded, the icon changes to a green paperclip.

    2. Only one file may be attached per request
    3. Maximum file size: 7MB and image files up to 10 MB..
  11. Click "Add" to add multiple reimbursement type and repeat the steps above.

  12. Click Submit to complete the Request.


🏷️ Case

  • If a Max Request Amount is configured in the Payments type Settings, per Reimbursement Requests exceeding the amount cannot be submitted.

  • Employees may submit more than one Reimbursement Request per day.


🚩 Note: Reimbursement Request and Payroll Processing

  • Only Reimbursement Requests with a Request date within the Payroll processing period and an Approved Reimbursement Request will be included as Payments for that Pay period.
  • If a Reimbursement Request is Approved after Payroll has been generated, it will be included in the next payroll cycle.
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