Reimbursement is giving someone money if they have purchased something on the company's behalf. For example, you can reimburse your staff if they had to buy a customer lunch or if they had to use the taxi to travel to the customer office.

Learn how to:

  • Reimburse your staff for expenses paid by their own money
  • Reimburse manually
  • Reimburse using accounting software integrations

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Expenses

How to reimburse your staff

If your employees have created an expense, you first need to approve or reject the expense. Once the expense is approved, the amount needs to be reimbursed to the claimant. There are two ways to reimburse the expense:

Reimburse manually

You can make a payment to the employee directly.

  • Navigate to the Expenses/ Travel Expenses page
  • Choose the status as Approved
  • Select the checkbox next to the expense that needs to be reimbursed
  • Click on the tab Print & export to print the expense
  • You can then send the copy of the approved expense report to your accounting team to make the payment to the claimant

Reimburse expenses using accounting software integrations

You can integrate Taimer with an accounting software such as Procountor, QuickBooks, Netvisor etc. Approved expenses can then be sent to the accounting software and payments will be made from the accounting software. To do this:

  • Navigate to the Expenses/Travel Expenses page
  • Choose the status as Approved
  • Select the checkbox next to the expense that needs to be reimbursed
  • Click on the tab Print & export 
  • Select the accounting software from the dropdown to send the expense

Click here to learn how to integrate Taimer with various accounting software integrations to manage your expenses.

Did this answer your question?