Raise a reimbursement

A reimbursement is an amount refunded to an account or subscription that has already been paid. For example, a security bond.

This task explains how to reimburse a transaction.

  1. Search for the account to which you want to add a reimbursement, then double-click the account entry in the search results.
    The Account summary page is displayed.
  2. On the Account menu, click New Reimbursement...
    A New Reimbursement page is displayed.
  3. Click Select next to the transaction to reimburse.
    The transaction is selected.
  4. (Optional) Select an Effective date if the reimbursement is to be back or future dated.
    The current date is entered by default.
  5. (Optional) Type information about the reimbursement in the Comment field.
  6. Click Enter.
    The reimbursement is processed and can be viewed on the Transactions page.