Reimbursing expenses and mileages

Once an item, expense or mileage, has been approved and posted, reimbursement will sometimes be in order.

Reimbursing expenses

Primarily reimbursing expenses will be done by way of Business Central standard. In order to do so, once you have posted the expense, you can go to the employee ledger and follow the Business Central standard method for reimbursement.

Reimbursing mileages

Reimbursement of mileages can be done by two avenues. Either by using the employee ledger in Business Central standard, or by using the built in mileage reimbursement system in Travel & Expense Management in concert with your own. The benefit to use mileage reimbursement through Travel & Expense Management is that the mileages are exported as XML files, and can thus be used in other reimbursement systems.

In order to retrieve the XML file for mileage reimbursement with Travel & Expense management, use the following steps.

1. Navigate to the Mileage Reimbursement (TEM) view either through the Travel & Expense Management overview or by searching for Mileage Reimbursement (TEM)
2. Click Create Reimbursement Entries to create entries for currently posted but not reimbursed mileages.
3. Select the mileage of your choice and click the Export button in the action bar to download the XLM file.