Help Document: Reimbursing an Employee for an Invoice

This guide explains how to reimburse an employee for an invoice using the vendor and Accounts Payable (AP) process.

Step 1: Create a Vendor for the Employee

1. Go to your Vendor setup screen.
2. Create a new vendor record for the employee.
3. Set the Class to indicate that this vendor is an Employee.
4. Save the vendor record..

Step 2: Record the AP Invoice

1. Create the new AP Invoice 
2. Select the invoice vendor. 
3. Enter the invoice details 
4. In the Pay To field (top right of the screen), select the employee name from the dropdown. 
5. Review and save/post the AP Invoice.

Result

• The original expense is properly recorded against the correct vendor and GL accounts.
• The actual payment goes to the employee, reimbursing them for the invoice.