Use this to add, edit, or delete reimbursement items when a payee needs to claim out-of-pocket expenses that are not covered by a regular allowance.
Add a Reimbursement Item
Open the relevant timesheet from the Available Timesheets or Incomplete Timesheets screen, then go to the Reimbursements tab on the timesheet entry screen.
Click Add.
The Reimbursements tab expands and shows fields for a new reimbursement item.
If the expense was incurred on a different date than the one shown in the Date field, click the Date field and use the date control to select the correct date.
Click the Item field, then select the name of the item for which the payee is claiming reimbursement (for example Taxi Fare).
Click the Net field, then key in the expense amount exclusive of tax.
The Total field updates to display the value you entered.
Click the Tax field, then key in the amount of tax applicable to the expense.
The Total field updates to show the sum of the Net and Tax values.
If the reimbursement cost needs to be tracked against a specific client project, click the Project Code field and key in the relevant project code.
At the top of the screen, click Save.
The reimbursement item is saved and, if the timesheet status is Available, the status changes to Incomplete.
Edit a Reimbursement Item
Open the relevant timesheet from the Available Timesheets or Incomplete Timesheets screen, then click the Reimbursements tab.
The tab expands and shows all reimbursement items saved on the timesheet.
If more than one reimbursement item exists, scroll down until you find the one you want to edit, using the Date field to identify it.
Click in any field you need to change (for example Date, Item, Net, Tax, or Project Code), then set or update the value as required.
For example, to change the net amount of the expense, click the Net field and key in the new net amount.
At the top of the screen, click Save.
The reimbursement item is saved and, if the timesheet status is Available, the status changes to Incomplete.
Delete a Reimbursement Item
Open the relevant timesheet from the Available Timesheets or Incomplete Timesheets screen, then click the Reimbursements tab.
The tab expands and shows all reimbursement items saved on the timesheet.
If more than one reimbursement item exists, scroll down until you find the one you want to delete, using the Date field to identify it.
At the bottom of the relevant reimbursement item, click X.
The reimbursement item is deleted from the timesheet.
At the top of the screen, click Save.
The changes are saved and, if the timesheet status is Available, the status changes to Incomplete.