My employee has made a payment to a vendor on my behalf. How do I record this in Zoho Books?
You have to create a bill for the expense incurred by your employee and record a payment for it.
To create a bill:
- Go to Purchases on the left sidebar and select Bills.
- Click + New in the top right corner of the page.
- Fill in the required details.
- Click Save as Open.
Now, to record payment for the bill:
- Go to Purchases on the left sidebar and select Bills.
- Select the bill for which you want to record a payment.
- Click Record Payment.
- Enter the amount paid by your employee in Payment Made.Select Employee Reimbursement in the Paid Through field.
- Fill in the other neessary details.
- Click Save.
You need to create an expense to reimburse your employee. Here’s how:
- Go to Purchases on the left sidebar and click Expenses.
- Click + New in the top right corner of the page.
- Select Employee Reimbursement as the Expense Account.
- Enter the Amount.
- Select the required Paid Through account.
- Fill in the other details and click Save.