This article guides the Expense Administrator through reviewing approved expense reports and reimbursing them — either directly or by pushing them into the Payroll module.
Before You Begin
Make sure the following prerequisites are in place before processing reimbursements:
- You have the Expense Administrator role assigned.
- Expense claims have already been approved by the relevant approver(s).
- If reimbursing via Payroll, pay elements must be mapped first. See Mapping the Pay Elements.
Step-by-Step: Reimburse Expense Claims
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Navigate to the Reimbursements page.
Go to Expense > Claims > Reimbursements.
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Select the claims to reimburse.
Tick the checkbox beside each approved expense report you wish to reimburse.
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Confirm the reimbursement.
Click the
button to push the selected claims into the Payroll module.
What Happens Next
Once reimbursed, the claims will appear in Payroll and are available to the Payroll Administrator, provided the account is configured to Transfer to Payroll. You can also track these items under the To Do List on the Payrun Dashboard.
Note: If your account is not set up to transfer expenses to Payroll, please contact your system administrator to verify the integration settings. |
Related Articles
| Step | Article |
|---|---|
| First Step | Mapping the Pay Elements |
| Last Step | Process Expense via Payroll |