Easy Compliance Help - Manage Expenses & Reimbursements
In Easy Compliance, you can manage client Expenses and Reimbursements such as expenses incurred for a client and details of the reimbursements claimed. You can view pending reimbursements easily and add to the client an outstanding amount.
Enter Client Expenses
To enter client expenses, in the Utilities menu, click Expense & Reimbursement Entry.
On the page that opens, click Create New Expense.
On the page that opens, enter the Expense Details. SelectService, Client,Expense Date and Enter Expense Amount,Description, Employee Name and Remarks and Save the details.
Enter Reimbursement Details
When the client reimburses expenses, you can enter the details by clicking the Expense Reimbursement (Reimb.) action button.
Select the Date and employee name in Entered By. Enter the Reimbursed Amount and Remarks and Save the details.
You can search Reimbursements by selecting Client,Service, Employee orReimbursement Date and click on List.
View Pending Reimbursements
To view pending reimbursements, in Reports, click Pending Reimbursements.
In the page that opens, select Client Name and click List to view the Pending Reimbursements.