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How to create an expense Bill for a reimbursement

Goal:

  • Make a Bill for employee Expenses  to Reimburse employee expenses that have been paid
  • Steps for creating an Expense Bill

 

Steps:

  1. First, navigate to the Account Payable tab on the left-hand navigational bar Procure-1.png 

  2. Select Unbilled Expense Items 

  3. Search for the desired UNBILLED EXPENSE ITEMS  

  4. Click the More_options.png button and select the Edit pencil icon to cost allocate your expenses 

  5. Once complete,  select the check-boxes to the left of the unbilled items you'd like to Bill

  6. Once all items are selected, click the + Create Expense Bill button. If the Expense Reports selected are for more than one employee, multiple Expense Bills will be generated as you are only able to have one Vendor or Employee linked per Bill.

  7. Populate the required fields that appear

  8. Select CREATE 

 

Additional Information:

  • After this, the Expense Bills will be located within the Accounts Payable → Bills
  • Users must be assigned the Accounts Payable permission to create Expense Bills
  • You are able to create more than one Expense Bill at a time by selecting multiple items