Role: ✔ Admin
When marking reimbursements as paid, including but not limited to the following scenarios:
- Group reimbursements processed through your payroll.
- Urgent payments for employees who cannot wait until the settlement date.
- Reimbursements already paid offline, in cash, or through alternative methods.
Follow these steps:
- Initiate the payment to the employee using your preferred method.
- Return to the Summit Reimbursement page immediately after the payment.
- Locate the reimbursement and open the Reimbursement Details.
- Click "Mark as Paid" to update the reimbursement status to paid.
Note:
- "Mark as Paid" only updates the status; actual payment must be completed first.
If you have any questions or need further assistance, don't hesitate to reach out to us at support@summitglobal.com. We're here to support you!