How to Submit Reimbursement Claims in Zoho Payroll

Steps to follow

For applying a new claim

Note: Identical reimbursement types are grouped together in a single claim and displayed under the claims details page.

Withdrawing submitted claims

If you feel that you have captured the wrong amount and submitted it for approval, and if the claim is not yet approved by the payroll admin, you can withdraw the submitted claim. The withdrawn claim will have a distinct status named Recalled. You can then edit the recalled claim, make new changes to it, and submit it for approval again.

Deleting reimbursement claims

If you have submitted reimbursement claims by mistake, and if your payroll admin has not approved or rejected the claim yet, you can withdraw the submitted claim and then delete it. Once a reimbursement record is deleted, you can only create a new claim and apply for reimbursements.