Table of Contents

Managing Reimbursements

MANAGING REIMBURSEMENT

A Reimbursement pay item can be used within a pay run and affects the net total only. That is, it is a post tax allowance.

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

Adding a Reimbursement item

To add a Reimbursement item:

  1. Select Settings
  2. Select Pay items.
  3. Select Reimbursement tab. Displayed will be a list of a prior created Reimbursement items.
  4. Select Create pay item and then Reimbursements.
  5. Enter the Reimbursement item name, Description (optional) if applicable, and select the relevant Account from the drop down list
  6. 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. Select Settings
  2. Select Pay items.
  3. Select Reimbursement tab.
  4. Select the Action menu (the 3 dots) against the Reimbursement item you wish to disable
  5. Select Disable and confirm by selecting Yes, disable
  6. The Reimbursement item will show the status as Inactive
Reimbursement items that are part of a draft pay run cannot be made inactive.

Reactivating a reimbursement item

To reactivate a Reimbursement item:

  1. Select Settings
  2. Select Pay items
  3. Select Reimbursement tab.
  4. Select the Action menu (the 3 dots) against the Reimbursement item you wish to activate
  5. Select Reactivate and confirm by selecting Yes, reactivate
  6. The Reimbursement item will show the status as Active

Deleting a reimbursement item

To delete a Reimbursement item:

  1. Select Settings
  2. Select Pay items
  3. Select Reimbursement tab.
  4. Select the Action menu (the 3 dots) against the Reimbursement item you wish to delete
  5. Select Delete and confirm by selecting Yes, delete
  6. The Reimbursement item will be no longer be displayed
Reimbursement items that have been used in pay run cannot be deleted.


How did we do?

Manage Leave Balance for Pay Slips in Reckon Payroll

Related Articles

Manage Reimbursement items
Paying a Reimbursement - Reckon Payroll
Reckon Payroll App: Pay an employee reimbursement
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