Pay back an expense claim

Once a claim is approved, you owe the employee the amount they paid themselves. Pay it back on its own, or add it to their payslip so it goes out with the salary.

Steps

1. Open the approved claim. In Expenses, Approved, to pay back lists claims you still owe. Click one.

   

2. Pay back now. To pay it on its own, pick the Paid on date and whether it came from the Bank or Cash, then click Mark as paid.

   

3. Or pay it with the salary. Under Pay with the salary, click Add to … payroll. The amount is added to the employee's payslip in the draft pay run.

   

4. Check the pay run. The payslip has a line for the claim. When you mark the pay run as paid, the claim is marked paid too.

   

Good to know

• Pay with the salary needs a draft pay run for that month with a payslip for the employee. Create the pay run first.
• The reimbursement isn't part of the salary: it is not taxed by the pay items.