Managing payroll reimbursements in Reckon One

Learn how to create and manage reimbursements in Reckon One, so they can be added to pay runs.

Overview

A reimbursement pay item is a post tax allowance that can be used within a pay run and affects the net total only.

Adding a reimbursement item

To add a reimbursement item:

1. Go to Payroll, Payroll settings, then select Pay items.
2. Select the Reimbursement tab. Displayed will be a list of a previously created reimbursement items.
3. Select Create pay item and then Reimbursements.
4. Enter the Reimbursement item name, Description (optional) if applicable, and select the relevant Account from the drop down list.
5. Select Create.

Disabling a reimbursement item

When a Reimbursement item has been disabled, the status is updated to Inactive and the pay item will not be available for selection in the pay run.

To disable a reimbursement item:

1. Go to Payroll, Payroll settings, then select Pay items.
2. Select the Reimbursement tab.
3. Select the Action menu (the 3 dots) against the Reimbursement item you wish to disable.

1. Select Disable and confirm by selecting Yes, disable.
2. The Reimbursement item will show the status as Inactive.

Reactivating a reimbursement item

To reactivate a Reimbursement item:

1. Go to Payroll, Payroll settings, then select Pay items.
2. Select the Reimbursement tab.
3. Select the Action menu (the 3 dots) against the Reimbursement item you wish to activate.

1. Select Reactivate and confirm by selecting Yes, reactivate.
2. The Reimbursement item will show the status as Active.

Deleting a reimbursement item

To delete a Reimbursement item:

1. Go to Payroll, Payroll settings, then select Pay items.
2. Select Reimbursement tab.
3. Select the Action menu (the 3 dots) against the Reimbursement item you wish to delete.

1. Select Delete and confirm by selecting Yes, delete.
2. The Reimbursement item will be no longer be displayed.

Read more

• Learn how to add a reimbursement item to a pay run