Zdoo 2.6+ has reimbursement management. After the reimbursement request is approved, you can also link it to CASH module for bookkeeping in Zdoo.

1. Reimbursement settings

You should set a reviewer before your start using reimbursement module. Go to "OA"->"Reimbursement"->"Settings". You can set the first reviewer and the second reviewer. Reimbursement request will go to the second reviewer only when the first reviewer has approved the request.

Then you should set categories for reimbursement management. In order to relate reimbursement to accounting, expenditure categories have been synchronized into reimbursement categories. You can check those categories that can be reimbursed in your company and click "Save".  All the categories set here will be synchronized to the expense  categories in CASH->Settings.

You can also set Bank Account and Reimbursed-by in settings.

2. My reimbursement

Click "OA"->"Reimbursemenet"->"My Reimbursement", and click "Create" to start reimbursement request. Fill in the required fields and click "Save". You can also add details of the amount that you apply for the reimbursement.

Once a reimbursement request is submitted, you can see it in the reimbursement list. You can also edit/cancel/delete pending reimbursement.

3. To Review

On "To Review" page, only users who have the review permissions can see the list of reimbursement requests. Click the request you want to review, and click the "Review" button at the end of the same row. 

A window will pop out and you can either check "Pass" or "Reject".

4. To Reimburse

On "Reimbursement Wait" page, the reviewed and approved requests will show in a list. You can see the details and start reimbursement.

Click "Reimburse", a notice will show and ask whether you would like to Create Trade and record this reimbursement to CASH->Account. If not, click "No".

If yes, you have to choose the account you want this reimbursement to be added to.

Then you will see the record in the CASH->All.

5. All reimbursements

On "All Reimbursement" page, all the reimbursement request will be listed here, including those pending for review, reviewed and reimbursed.

6. My Review

On 'My Review' page, listed all the requests reviewed by the reviewer.