Reimbursements tracks the out-of-pocket expenses your team should be paid back for — mileage, per diem, tools, lodging — and attaches them to a payroll run so they're paid alongside wages.
Where to find Reimbursements
From the left sidebar choose HR & Payroll, then Reimbursements.
What you see on this screen
| Column | What it shows |
|---|---|
| Date Occurred | When the expense happened. |
| Date Submitted | When it was entered for reimbursement. |
| Person | Who's owed the money. |
| Category | The kind of expense — Mileage, Lodging, Tools & Equipment, and so on. |
Adding a reimbursement
Click Add to record an expense — the person, the dates, the category, and the amount. Once recorded, it can be attached to a payroll run so it's paid back to the employee. Right-click a row for its actions.
Reimbursements are typically non-taxable repayments of money the employee already spent — they're paid in addition to wages, not as part of taxable pay.
How Reimbursements connect to the rest of the app
Reimbursements attach to a payroll run so they're paid out with that run. See Payroll — the Payroll Control Center includes a step for reviewing and including reimbursements.
Permissions
Viewing requires HR view access; recording and managing reimbursements requires the manage permission.