Reimbursement

2016-09-02 09:06:27
tengfei
1510
Last edited by Renee on 2018-12-19 11:03:34

Zdoo 2.6+ has reimbursement management. You can choose to switch on/ off reimbursement module by clicking "OA"->"Settings", if you have installed Zdoo 3.2+. Once reimbursement is approved, you can also relate it to CASH in Zdoo.


1. Reimbursement settings.

You should set a reviewer before your start using reimbursement module. Go to "OA"->"Reimburse"->"Settings". You can set the first approver and the second approver. Reimbursement request will go to the second reviewer only when the first reviewer has approved the request.



Then you should set categories for reimbursement management. In order to relate reimbursement to accounting, expenditure categories have been synchronized into reimbursement categories. You can check those categories that can be reimbursed in your company and click "Save".


2. My reimbursement

Click "OA"->"Reimburse"->"My Reimburse", and click "Create" to start reimbursement request. Fill in the required fields and click "Save". You can also add detailed figures of the amount of the reimbursement.



Once a reimbursement request is submitted, you can see it in the reimbursement list. You can also edit/cancel/delete pending reimbursement.


3. Pending review

On "Pending Review" page, only users who have to be the approver with review permissions can see the list of reimbursement request that needs to be reviewed. Click the request you want to review, and click the "Review" button at the end of the same row. A window will pop out and you can either check "Approve" or "Reject".


4. Pending reimbursement

On "Pending Reimburse" page, the reviewed and approved requests will show in a list. You can see the details and start reimbursement


Click "Reimburse", a notice will show and ask whether you would like to relate this reimbursement to accounting. If not, click "No".


If yes, you have to choose which account you want this reimbursement to be added to.


5. All reimbursements

On "All Reimbursement", all the reimbursement request will be listed here, including those pending for review, reviewed and reimbursed.


6. Reviewed by me

Here listed all the requests reviewed by you/approver.

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