# Reimbursement

# Overview Video

<iframe allowfullscreen="allowfullscreen" height="314" src="https://www.youtube.com/embed/t5mFFzsyUdo" width="560"></iframe>

# Step-by-Step Tutorial Guide

# Step 1: Open the Reimbursement Module

1. Log in to the TankhaPay dashboard.
2. From the left-side navigation panel, navigate to **Reimbursement**.
3. Click **Reimbursement** to open the module.
4. The Reimbursement dashboard displays all submitted reimbursement requests.

This module allows employees to submit reimbursement claims and enables HR or managers to review and process them.

# Step 2: View Existing Reimbursement Requests

1. On the Reimbursement dashboard, review the list of reimbursement requests.
2. Each request displays details such as:
    
    
    - Employee Name
    - Reimbursement Type
    - Claim Amount
    - Submission Date
    - Status
3. Use the search or filter options to locate a specific reimbursement request.

This page provides a centralized view of all reimbursement claims.

# Step 3: Create a New Reimbursement Request

1. Click **Add Reimbursement** or **Create Reimbursement**.
2. The reimbursement request form opens.
3. Begin entering the claim details.

This feature enables employees to submit reimbursement requests for eligible business expenses.

# Step 4: Enter Reimbursement Details

1. Select the **Reimbursement Type**.
2. Enter the **Claim Amount**.
3. Select the **Expense Date**.
4. Enter a brief description or purpose of the expense.
5. Complete all mandatory fields.

Ensure the entered information accurately reflects the expense being claimed.

# Step 5: Upload Supporting Documents

1. Navigate to the attachment section.
2. Click **Upload** or **Choose File**.
3. Select the supporting document from your computer.
4. Upload the file successfully.

Supporting documents may include:

- Bills
- Invoices
- Receipts
- Payment proofs
- Other supporting documents

Uploading valid proof helps verify the reimbursement claim.

# Step 6: Submit the Reimbursement Request

1. Review all entered information.
2. Verify the uploaded supporting documents.
3. Click **Submit** or **Save**.
4. The reimbursement request is successfully submitted.

Once submitted, the request is forwarded through the configured approval workflow.

# Step 7: Track Reimbursement Status

1. Return to the **Reimbursement** dashboard.
2. Locate the submitted reimbursement request.
3. Review the current status, such as:
    
    
    - Pending
    - Approved
    - Rejected
    - Paid (if applicable)
4. Open the request to view additional details or remarks.

This allows users to monitor the progress of their reimbursement claims.

# Step 8: Review or Manage Reimbursement Requests

Authorized users can manage reimbursement requests by:

- Viewing claim details
- Reviewing attached documents
- Approving or rejecting requests
- Updating claim information (if permitted)
- Tracking reimbursement history

This helps HR and managers efficiently process employee reimbursement claims.

# Key Benefits of the Reimbursement Module

- Centralized reimbursement management.
- Easy submission of employee expense claims.
- Upload supporting documents digitally.
- Streamlined approval workflow.
- Track reimbursement status in real time.
- Maintain complete reimbursement records.
- Reduce manual paperwork and processing time.

# End of Tutorial

You have now completed the **Reimbursement Management** walkthrough in TankhaPay.

This module enables employees to submit reimbursement claims with supporting documents while allowing HR and managers to efficiently review, approve, and track reimbursement requests from a centralized platform.