REIMBURSEMENT PRESENTATION BY GERALD DELGADO What is Reimbursement
REIMBURSEMENT PRESENTATION BY: GERALD DELGADO
What is Reimbursement? To make repayment to an employee for related travel and entertainment expenditures that are necessary in the performance of his/her assigned responsibilities.
How to make a Reimbursement in OA system? Go to the website of the company
How to make a Reimbursement in OA system? Sign in with your user name and password
How to make a Reimbursement in OA system? Select workflows
How to make a Reimbursement in OA system? Select Financial Reimbursement
How to make a Reimbursement in OA system? Select create new form
How to make a Reimbursement in OA system? There are 3 options, we select trip expense in this example.
How to make a Reimbursement in OA system? After you select the previous request, click on confirm icon
How to make a Reimbursement in OA system? Select the user / Claimant
How to make a Reimbursement in OA system? Search the user in the list and choose the one you are looking for
How to make a Reimbursement in OA system? Select the currency: Córdobas or USD
How to make a Reimbursement in OA system? Select payment method: Cash / Check
How to make a Reimbursement in OA system? Enter the amount: Subtotal, IVA, and Total
How to make a Reimbursement in OA system? Choose date for Reimbursement Payment
How to make a Reimbursement in OA system? Save this form
How to make a Reimbursement in OA system? Add Business Trip form to financial reimbursement in workflows page
How to make a Reimbursement in OA system? Create Business trip New form
How to make a Reimbursement in OA system? Enter Estimated date of departure / Estimated date of back
How to make a Reimbursement in OA system? Enter estimated days of trip
How to make a Reimbursement in OA system? Enter Departure and arrival place
How to make a Reimbursement in OA system? Choose departure and back transport option
How to make a Reimbursement in OA system? Click purpose of the trip
How to make a Reimbursement in OA system? Enter trip description, trip reason, trip plan
How to make a Reimbursement in OA system? When you finish fill in the business trip form, submit the file
How to make a Reimbursement in OA system? Back in Financial Reimbursement form, you must select the business trip form
How to make a Reimbursement in OA system? Choose the previous business trip form and confirm it.
How to make a Reimbursement in OA system? Enter number of sheet in this form (invoice, receipt, documents, etc. )
How to make a Reimbursement in OA system? Excel File Attached the file in excel according to reimbursement regulations
How to make a Reimbursement in OA system? Excel file Uploaded
How to make a Reimbursement in OA system? Create new detail for: Transportation expense, Accommodation expense, other expense, etc.
How to make a Reimbursement in OA system? Enter different amounts and information according to category
How to make a Reimbursement in OA system? Click New
How to make a Reimbursement in OA system? Check Reimbursement Info detail
How to make a Reimbursement in OA system? Confirm the information
How to make a Reimbursement in OA system? Submit the Reimbursement Form
How to make a Reimbursement in OA system? Entertainment Expense
How to make a Reimbursement in OA system? Select Business Entertainment Expense in this example
How to make a Reimbursement in OA system? Click Confirm this form
How to make a Reimbursement in OA system? Search the user in the list and choose the one you are looking for
How to make a Reimbursement in OA system? Select type of Project
How to make a Reimbursement in OA system? Choose Currency: Córdobas / USD
How to make a Reimbursement in OA system? Select Payment Method: Cash / Check
How to make a Reimbursement in OA system? Enter Amounts: Subtotal + IVA = Total Claimed Amount
How to make a Reimbursement in OA system? Enter number of Bills
How to make a Reimbursement in OA system? Click Budgeted / Non-Budgeted depend on the case
How to make a Reimbursement in OA system? Attached the file in excel – Detail of the Reimbursement Expense
How to make a Reimbursement in OA system? Click on Create new (form)
How to make a Reimbursement in OA system? Choose the entertainment expense form
How to make a Reimbursement in OA system? Fill in date, amount, number of people, and reason of this reimbursement
How to make a Reimbursement in OA system? Now confirm the information by clicking the confirm icon
How to make a Reimbursement in OA system? Now, you will see the description you wrote before
How to make a Reimbursement in OA system? If you are sure about the information, please submit the form
How to make a Reimbursement in OA system? Click Aceptar to confirm to submit
How to make a Reimbursement in OA system? Other Expense
How to make a Reimbursement in OA system? Select Business Entertainment Expense in this example
How to make a Reimbursement in OA system? Click Confirm to create this form
How to make a Reimbursement in OA system? Select Claimant, Search the user in the list and choose the one you are looking for
How to make a Reimbursement in OA system? Choose select characteristic; Individual: it is used for a payable yours. Company: payee to another person or Company. In this example we choose Company.
How to make a Reimbursement in OA system? Scope of control: in this example we choose Daily Expense, and no project.
How to make a Reimbursement in OA system? Type of Payment: You must choose the option according to the case
How to make a Reimbursement in OA system? Select currency: Córdobas / USD, Payment Method; and enter the amounts: Subtotal + IVA = Total Claimed Amount
How to make a Reimbursement in OA system? Select Urgent Payment date and then click Yes / No Contract depend on the case
How to make a Reimbursement in OA system? Enter number of Bills: Invoices, documents, etc. Then choose Budgeted or Non Budgeted.
How to make a Reimbursement in OA system? Attached the file in Excel with detail of this reimbursement Expense
How to make a Reimbursement in OA system? Click on create new form icon
How to make a Reimbursement in OA system? Select Expense Description according to the case. In this example we choose Petrol Fees.
How to make a Reimbursement in OA system? After you choose the expense item, enter the amount and reason of this reimbursement expense, and then confirm it.
How to make a Reimbursement in OA system? This is the description you wrote before
How to make a Reimbursement in OA system? When you are sure about the information, submit this form
How to make a Reimbursement in OA system? Click Aceptar to confirm to submit
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