Add Reimbursement Rules

If your organization receives reimbursable grant funding, you can add criteria to report and track qualified expenses for reimbursement.

From a grant record, you can view, edit, and delete existing rules, or add new ones. You can also view distributions for each existing rule, including credit and debit accounts.

1. From a grant record, under Reimbursement rules, select Add.

2. Under Request from client, request reimbursement from a specific client.

3. Under Expenses, choose which expense and reimbursement rates to include.

   The reimbursement rate is the percentage of the expense eligible for reimbursement.

4. Under Create charges, select the billing item for each expense type and specify dates the expenses occurred.

   Tip: Distribution details typically default from the billing items you're including. However, you may need to make updates based on the accounts of the expected reimbursement.

5. Under GL account activity to use, base reimbursement expenses on GL account values or account code ranges, categories, and specific filters.

6. Select Save.