Reimbursement Claim

Reimbursement claims are withhold in payroll and are paid on submission of bills and are part of CTC.

Claims can be made monthly, quarterly, half yearly and annually based on the company’s policy.

Reimbursement claims are paid for personal claims.

Ex: LTA, Medical Allowance

Follow the steps to define the reimbursement claim master and reimbursement claim screen.

1. Create reimbursement claim master as shown below.

HR forms>>Masters>>Reimbursement claims

For every type of reimbursement, monthly input to be mapped so as to get the claim amount against the monthly input component.

In the above screen, accommodation is the reimbursement which is mapped to monthly input of M_Spl pay1.

2. Once master is defined, employee can claim for reimbursement amount.

Now enter the value that is spent for accommodation.

HR forms>>Reimbursement claim

On saving the above document, the amount will be mapped to the monthly input variable. Once post full attendance is saved, the amount will automatically displayed against the monthly input in the employee payslip.

Below is the employee payroll preview for Jan month.

From the preview, the mapped earning component can be viewed with the reimburse amount added to it.

Spl pay1 monthly input value is added with the claim amount.

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