Process Reimbursements

Having completed the necessary configurations for the process, you now need to run the reimbursement.

Prerequisites #

• Set up Reimbursement Modules, Reimbursement Templates, Reimbursement Party Types, and Reimbursement Parties.

Procedure #

1. Click the button, enter Reimbursement, and choose the related link.
2. Click New and populate the necessary fields.
   • The action Run Data Collection performs data collection using the specified Data Collection Module and filters.
   • The action Run Reimbursement performs the reimbursement using the specified reimbursement module and parameters, if the Next Reimbursement Date is set with a date equal or later than today’s date.
3. Populate the Next Reimbursement Date the first time the reimbursement is run.
   After that, the date will be calculated according to the value in the Reimburse every field.
4. Populate Next Posting Date the first time the reimbursement is done.
   After that, the posting date will be based on the Next Posting date Calculation on the party every time the reimbursement is performed.

See also #

• Set up reimbursement party types
• Set up reimbursement templates
• Output reimbursement entries