How to Configure Reimbursements?

What Is the Purpose of This Feature?

Before adding a reimbursement request, you must first create reimbursement categories and configure the applicable taxes.

Steps to Follow:

How to Add a Reimbursement Category?

• Go to the Settings module, then to the Reimbursements tab, and click on Reimbursement Categories.

• If it’s a reimbursement other than mileage reimbursement, click on Add Reimbursement Category. Enter the category title and the accounting reference, and then click on Save.

How to Add Mileage Reimbursement?

• For reimbursements related to travel within your company, click on Mileage Reimbursement.

• Fill in the necessary information. You can add an applicable tax and one or more brackets in the calculation scale to simplify reimbursements. Once satisfied, click on Save.

How to Add Taxes?

• To add a tax, go to the Applicable Taxes option and click on Add Tax.
• Fill in the necessary information and click on Save. You can add multiple designations, each with its percentage rate.

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Notes:

• In mileage reimbursements, you can select the distance measurement unit that suits you.

• The Total Annual Km is the total distance traveled by an employee in a year. If an employee has already traveled a certain distance not recorded on Altee, you can add it in the settings. Select the employee's name, add the traveled distance, and click on Save.