Create an Employee Reimbursement

Use Employee invoices to submit travel or other job expenses for reimbursement.

You can display the account code & description fields in the grid by selecting them in the Table Display Settings window.

Create an employee reimbursement

1. Select Vendor Invoice from the Accounts Payable menu, and the Vendor Invoice window opens displaying invoices for all vendors.

2. Click the Add button, and the Add Invoice window opens.

3. Select Employee from the Invoice Type pull-down list — or type e in the field & tab to select Employee —  and the window displays the fields for an employee invoice.

4. Complete the following fields as described. Required fields are marked with a red asterisk (*).

   • Employee: Select from the pull-down list. If you don't find the employee in the list, first add it in Manage Employees, then select it here.

   • Invoice(s): Enter the invoice numbers.

   • Payment Vendor: Leave blank.

   • Transaction Date: Defaults to today's date, but may be changed.

   • Invoice Comment: This information is displayed in the Vendor Invoice window.

   • Description: Optional. The information will appear in the Vendor Invoice window and on the printed warrant.

   • Invoice Date: Defaults to today's date when saved, if none is entered.

   • Terms: N/A

   • Due Date: N/A

5. Click Save, and the Invoice Items grid is displayed ready to enter line items. Sample

Continue with Add Items to an Invoice

Return to Vendor Invoice Overview