Reimburse Batches via HSBC
If you’ve integrated your Zoho Expense organization with HSBC, you can reimburse your batches via HSBC.
Note:
- Ensure that your Zoho Expense organization is integrated with HSBC.
- Reimbursements via HSBC can be done only in the India edition of Zoho Expense.
To reimburse batches via HSBC: If you’ve created a batch containing reports that are ready to be reimbursed and marked as ready to process, you can pay via HSBC.
- Navigate to Admin View.
- Go to Batch Payments on the left side bar.
- Select the batch for which you want to make payment via HSBC.
- Click Pay via HSBC.
- In the Pay From field, select the HSBC account from which you want to make the payment.
- Select the Transaction Type, verify other details and click Pay via HSBC.
- Enter the Secret PIN and click Continue. Your payment will be initiated and the batch status will change to In Progress.
Once the reports in a batch are reimbursed by HSBC, it will be marked as processed automatically.
If the reimbursement for a report fails, the report will be removed from the batch, and the batch will be marked as processed in Zoho Expense. You can then add the report to a new batch for reimbursement.
