How do I update Reimbursements claimed by employees?#

  1. Greytip Online has extensive Reimbursement management features.
  2. To know more about all the reimbursement related feature, click here
  3. To know more about how you can setup reimbursement components, click here
  1. To update the data of a reimbursement claim done by the employee, reach the Salary Information screen (see box 1), search for the employee (see box 2) and locate the component in the Salary Information screen (see box 3).
  2. Click on the Edit button associated with the component (see box 4). This will open up the Reimbursement Entry screen.
  3. This screen provides complete information on the reimbursement component for the employee.
  4. The Entitlement / eligibility of the employee is shown in the Entitlement field (see box 1)
  5. The total claims done till date is displayed in the Claimed field (see box 2)
  6. The details of all the claims done till date is shown in the transactions field (see box 3)
  7. The balance available (Entitlement - Claimed) is displayed in the Balance Available field (see box 4)
  8. To add a new claim, click on the Add button (see box 5).
  9. A new record will appear in the transactions screen.
  10. Update the Month & Year (which is normally the payroll in which you want to pay) and the amount.
  11. The Reimb Type column indicates whether this amount appears under this component or under a subsidiary component. To know more about this click here. You can leave this to "Regular" if you are not sure about what the value should be.
  12. The Reimb Status column indicates whether this amount has been approved or not. If an amount is not approved, then it will not be paid. You can leave this to "Approved" if you are not sure about what the value should be.
  13. In case you want to delete a entry, select the item and click on the Delete Record button (see box 6).
  14. The Entitlements page (see box 7) enables you to update the Entitlements. Normally Entitlements are driven through other salary components. Refer to the section on setting up Reimbursements to get information on this item.
  1. You can also upload the Reimbursement claims from an Excel file.
  2. To upload, click on the Import tab (see box 1) on the Salary Information screen.
  3. From the Importer dropdown, select "Reimbursement Transactions" (see box 2)
  4. Click on the link "Click for expected Excel format" to get the format of import file. All data should be updated in a file which has the same column headings (see box 3)
  5. All Reimbursement components available in the Payroll are listed in the Excel file.
  6. In case you do not want to import data of some components specified in the file, delete the columns.
  7. Locate the file using the Browse button (see box 4) and click on Upload (see box 5) to upload the data.
  8. The status of the import and all related messages are displayed in the Logs area (see box 6)

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This page (revision-) was last changed on 11-Apr-2009 13:40 by Girish Rowjee