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How to Create Reimbursement Transaction in HRXpert Software ?

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Ans.1

Overview Of Reimbursement In Hrxpert Software

Process Of Reimbursement Transaction In Hrxpert Software

OVERVIEW OF REIMBURSEMENT IN HRXPERT SOFTWARE

  • Reimbursement is the amount which the employee will get only after they have spent it. For an employee to claim the reimbursement, it should be defined by the company.
  • In many cases, the employee has to produce the necessary bills in order to claim it.

PROCESS OF REIMBURSEMENT TRANSACTION IN HRXPERT SOFTWARE

  • Go to Data Entry > Reimbursement > Reimbursement Transaction.

  • A 'Reimbursement Transaction' window will appear.
  • Click on 'Add'.

  • In 'Employee Name', the employer will select the name for which reimbursement transaction needs to be done.
  • Suppose select 'Deepali Kapoor'.

  • In 'Reimbursement Head', the employer will select the reimbursement.
  • Suppose select 'Telephone'.

  • In 'Reimbursement Period', the employer will select the month for which transaction has been done.
  • Suppose select 'May, 2023'

  • In 'Date', the employer will mention the date on which reimbursement has been done.
  • Suppose mention '02-05-2023'.

  • In 'Amount', the employer will mention the reimbursement amount.
  • Suppose mention '500'.

  • In 'Remarks', the employer will mention the remarks as per the requirement.
  • Suppose skip it and click on 'Save'.

After following the above steps, the employer can Create Reimbursement Transaction in HRXpert Software.


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