Manage Reimbursement items

Reimbursement items

Reckon Payroll has a pre-configured Travel reimbursement item for you to use in your pay runs. To view this reimbursement item, go to the Settings menu and select Reimbursement item.

You can edit this item by selecting it and pressing Edit.

Reimbursement items are not able to be part of an employees pay set up, they need to be added to an employees pay details as part of a payrun. For information on how to pay a reimbursement item see Pay an employee reimbursement.

Adding a Reimbursement item

To add additional Reimbursement items:

  1. Open the Settings menu
  2. Select Reimbursement items
  3. Push the + button
  4. Enter the Reimbursement item name, and select an Account.
    You can also have the option to enter a Description.
  5. Tap Done.
  6. New reimbursement item can be used in future pay runs.

Deactivating a reimbursement item

Reimbursement items that are part of a draft payrun cannot be made inactive.

To deactivate a Reimbursement item:

  1. Open the Settings menu
  2. Select Reimbursement items
  3. Select the Reimbursement item to make inactive
  4. Toggle off Enable item
  5. The Reimbursement item will be listed un the Inactive tab

Reactivating a reimbursement item

To reactivate a Reimbursement item:

  1. Open the Settings menu
  2. Select Reimbursement items
  3. Open the Inactive tab
  4. Toggle on Enable item
  5. Reimbursement item will return to the Active tab

Deleting a reimbursement item

Reimbursement items that have been used in payrun cannot be deleted.

To delete a Reimbursement item:

  1. Open the Settings menu
  2. Select Reimbursement items
  3. Select the Reimbursement item to delete
  4. Tap Edit
  5. Tap Delete item
  6. Select Delete to confirm

How did we do?

Manage Deduction items

Manage Superannuation items

Related Articles

Reckon Payroll App: Pay an employee reimbursement
Paying an employee reimbursement in Reckon One
Settings - Payroll App
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