My employee has made a payment to a vendor on my behalf. How do I record this in Zoho ERP?

You have to create a bill for the payment made by your employee and record a payment for it.

To create a bill:

• Go to Purchases on the left sidebar.
• Click Bills in the Modules bar at the top and select Bills from the dropdown.
• Click + New in the top right corner.
• Fill in the required details.
• Click Save as Open.

Now, to record payment for the bill:

• Go to Purchases on the left sidebar.
• Click Bills in the Modules bar at the top and select Bills from the dropdown.
• 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 necessary details.
• Click Save.

You need to create an expense to reimburse your employee. Here’s how:

• Go to Purchases on the left sidebar.
• Click Expenses in the Modules bar at the top and select Expenses from the dropdown.
• 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.