Help documentation

Reimbursements

Reimbursements are repayments made to the employees by the organization, for the business expenses they incur. Every organization is required to make timely reimbursements, but recording and tracking them is a tedious process. However, with Zoho Expense you can record your reimbursements and track them easily. You can also integrate Zoho Expense with our partner banks or payment gateways, and reimburse the expenses directly from the application.

Recording Reimbursements

With Zoho Expense, you can have a complete track of the expenses that are manually reimbursed by recording the reimbursements.

Only the admin has access to all the reports submitted across the organization from the All Approvals section under the Reports Approval module and has permission to record reimbursement for these reports.

Here’s what we’ll learn in this page:

Recording a reimbursement

To record a reimbursement:

Record Reimbursement

Record Reimbursement

Note: If your bank account is not configured under your Zoho Books account, then Petty Cash is considered as your default Paid Through account.

Recording reimbursements for reports with excess advance payment

If the employee’s report total is less than the advance payment, admins can receive the balance amount from the employee or carry forward the remaining advance amount, which employees can apply to another expense report.

Admins can record reimbursement if the employee returns the balance advance amount:

Record Reimbursement for excess advance payment Record Reimbursement for balance advance payment Using excess advance payment

Now employees can view the newly created advance payment in their Advance Payments module and use the amount on future expense reports.

Recording reimbursements in bulk

To record the reimbursement for multiple reports at a time, perform the following steps:

Select reports for bulk Reimbursement

Enter details for reimbursement

Undo reimbursement

You can undo reimbursement using the following steps.

Undo Reimbursement

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