Zoho books logo FAQ
/

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.
Was this document helpful?
Yes
No

Thank you for your feedback!