Reimbursements overview

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The topics in this section contain information about matching receipts, transferring and posting an approved expense report, and reimbursing an employee for an expense.

Match receipts

Transfer an expense report to General journal

Reimburse a worker

Value Added Tax (VAT) recovery in Travel and expense

Reimbursements business process component forms

The following table lists the forms that support the Reimbursement business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note

Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.

Business process component task

Form name

Usage

Transfer an expense report to the general journal

All expense reports

Use this form to select an expense report for posting or for transfer to the general journal.

 

 

 

Reimburse an employee

All vendors

Use this form to create a vendor account for an employee.

Employees

Use this form to map an employee to a vendor account.

Generate payments

Use this form to select the bank account from which the payment will be made. You can also select the payment method and the export format.

Journal voucher

Use this form to create a payment journal for reimbursing an employee.

Payment journal

Use this form to create journal payment lines.

Settle open transactions

Use this form to select employee vendor invoices that are ready to be paid.

Vendor groups

Use this form to create a vendor group for employees.