Example Job Aid - Create a Reimbursement

Updated Oct 25, 2018

2. Create a new Bill

3. Due Date = one month from today

  1. Click the dropdown next to Due Date
  2. Click over to the next month and choose 30 days from today

4. Include From and Reference

From is who you are reimbursing. Reference is the receipt #.

5. Add details

Description of details
Description Explain what the purchase was for
Qty. Just put “1"
Unit Price The amount of the reimbursement
Account Select the budget account this is associated with

6. Approve the reimbursement

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