Employee Expense Reimbursements

Process an employee expense reimbursement in CommunitySuite by creating a voucher and selecting a vendor to reimburse. In this case, the vendor would be the employee you are reimbursing. Before starting this process, the employee profile within your site needs the vendor designation.

1. Navigate to the Vouchers page. 
2. Click Create in the left-side menu. 
3. Search for and select the vendor to reimburse or click [show list] to see the all vendors to choose from.
4. Complete the applicable fields in the Create Voucher and Items window, and then click Save.
   • The required fields are Voucher Date, Fund, Expense Account, Description, Quantity (Qty), and Unit Cost.
     
     
     
5. Click Post in the left-side menu. 
   
   • Depending on your site settings, you may have to click Post & Get Approval in the left-side menu and approve the voucher before moving on to the next step.
6. Click Pay in the left-side menu. 
7. Complete the fields in the Pay Vouchers and Open Vouchers windows, and then click Next.
   • Enter the Payment Account and Payment Date. 
   • Check the box to the right of the open voucher.
     
     
8. Select Check Run for printed checks or Elec for electronic transfer, and then click Create Checks.
   
   
9. The last step is to approve the check payment(s).
   • Check Payment Approval outlines the workflow to approve checks.