Expense reimbursement

This function will allow a staff manager and Administrator to mark the staff out of pocket and travel expenses as paid.

ClosedGetting Started
Who Can Use It? Where Is It?

Director

Administrator

System Administrator

My Synergy > Expense Reimbursement

Tips:

  1. Run the staff expense report first.
  2. Use Expense approvals to lock expenses and ensure nothing gets missed.

Run the staff expense report

Where is it? Reports > Time and expense > Staff Expenses

List expenses allocated by staff for a defined date range.  Alternatively: have the staff member print the expense report direct from their timesheet and expenses screen.

ClosedExercise
  1. Double click the report. 
  2. Add the filter Expense is Reimbursed FALSE to the filter.
  3. Select Sorting and Grouping - under the Group by select Staff Name : un-check the option New page at the end of the group. 
  4. Select Style and Save - tick Save this report so next time you run this report you will not have to apply the filters and grouping again as it will be listed as one of 'My Reports'.
  5. Run.

Mark the expense as paid

So that you can clearly see which expenses have or haven't been reimbursed back to your staff, mark them as paid:

  1. Staff would have entered expenses already. 
  2. Type a staff member name, then search. 
  3. Only expenses not yet reimbursed are displayed. 
  4. Tick the box in the Reimbursed column and repeat. 
  5. Save.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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