Overview ~ Expense Reimbursement Manager

The Expense Reimbursement Manager Screen consists of four sections: Requests, Reimbursement Monitor, Request Detail, and Employee Total Due. Together they form a grid view of Expense Reimbursement Manager.

Button Bar

If you have completely unrestricted rights to all functions within Orion Accounts Payable, you see the following options on the Button Bar:

New: Add a “new” request for reimbursement.

Edit: Make changes to a request with a status of Entered or Submitted.

Delete: Delete a request with a status of Entered or Submitted.

Reports: Display the Reports Menu

Action: Email the status of a reimbursement request to the requestor (Approved, Denied, Entered, Needs Info, Paid, and Submitted). 

Tools: Go to Reimbursement Type (File Maintenance code setup) or Email Templates (Approved, Denied, Entered, Needs Info, Paid, Submitted).

Filter: Select criteria to narrow down requests that are displayed.

Refresh: Redisplay active screen.