Reimbursement - Items purchased

SUGGESTED

How do I add a reimbursement for items purchased to my payslip (I bought cleaning items for our office and need it to be reimbursed)?

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    SUGGESTED

    Hey hey  

    I can help you with that: Follow the steps I've provided below

    Creating the Definition:

    1. Click on Company.
    2. Click on Global payslip definitions.
    3. In the top left-hand corner, there is a search bar, type in reimbursement, it will show you any lines matching your criteria.
    4. Click on the copy icon   to the far left of the line (the two papers).
    5. The copy line will show right at the bottom. Rename it in all 3 description columns to whatever you would like and save when done.
    6. After the new line has been added, the Payslip Definition Template tab will automatically populate.
    7. Select which templates you want to add this new Definition to.
    8. Click on the plus sign next to the applicable column and add the new line that you have just created.
    9. Before you save please ensure that you have ticked the company/cycle on the far-right hand side of the screen under the title “Linked to cycle”.
    10. Click on Save.

    Adding it to the Payslip:

    1. Navigate to Payroll.
    2. Select the payslips tab.
    3. Click on the plus sign in the relevant column of your new definition.
    4. Select the newly created definition from the list and fill in the required information and values.
    5. Click on OK.

    If my answer does help: Please click on Verify answer.

    Sharon