Reimbursement Based on Claim Month – Invoice Grouping

Created by Balaji M R, Modified on Thu, 27 Nov at 3:15 PM by Balaji M R

Clients may remit reimbursement payments in bulk, which can include claims from multiple employees across different months. However, clients often require invoices to be generated separately by Claim Month.

To support this requirement, a new “Transaction Group By” option has been introduced during Reimbursement import.

How It Works

While importing Reimbursement transactions:

Select Transaction Group By: Client & Claim Month Year

With this selection:

The system automatically groups reimbursement transactions by Client and Claim Month & Year
After Reimbursement Transaction Lock, users can choose the appropriate Invoice Group (Branch / State)
The data is then further segregated accordingly for invoice generation

Benefits

✔ Accurate invoice grouping as per Client's monthly requirement
✔ Flexibility to segregate invoicing by Branch / State
✔ Simplified tracking of multi-month reimbursement claims