How do I record employee reimbursements ?
To record an employee reimbursement, please follow the below steps.
- Click on the gear icon on the top right corner and select Expense Category.
- Click on the New Category button.
- Enter the Category Name as Employee reimbursements and add a description if necessary.
- Hit the Save button.
- Now go to the Expense module and click on the + icon to raise an expense.
- From Category drop down, select Employee reimbursements and fill in the other details.
- Choose the contact to whom you wish to reimburse for, from the Customer Name drop down.
- Click Save to record the expense.