Managing Reimbursements

Overview:

This guide aims to explain how finance & HR admins can manage reimbursements from Omni HR. Whether you are managing expenses with or without payroll, admins will be able to ensure expenses that have been reimbursed can be easily updated, notified and tracked via Omni HR. 

TABLE OF CONTENTS

• How to mark expenses as reimbursed via Omni HR?
  • If you are managing expenses without payroll (if finance processes expenses outside of Omni HR)
  • If you are managing expenses with payroll (via Omni HR)

How to mark expenses as reimbursed via Omni HR?

• If you are managing expenses without payroll (if finance processes expenses outside of Omni HR)

1. Go to Expense > Submission > To Reimburse > To Do
2. You can then click on the three dots next to an expense and click Mark as reimbursed

        3. You are also able to select all or few expenses at a time and click Mark as reimbursed at the top

        4. Upon marking the claims as reimbursed, employees will be notified via email

        5. The expenses will change status to Reimbursed and you will be able to view them under the All tab. 

• If you are managing expenses with payroll (via Omni HR)

  • If you have processed expenses via our payroll system, you will not need to mark the expenses as reimbursed manually
  • Omni will automatically mark the expenses as reimbursed depending on the value date chosen when generating the bank file
  • The system will aim to automatically update these expenses status within 24-48 hours of the value date chosen
  • Employees will then be automatically notified via email once the status update is successful
    
    

Still Need Help?

Reach out to our support team should you need further assistance.