Employee Business Expenses/Reimbursements

Typically when you process an employee business expense, the reimbursement is made payable directly to the employee. In MarketingPilot, checks are make payable to the contact “Company” rather than the contact’s first and last name. As such, to write or print a check directly to an employee  you must first create a Vendor account for each employee. Note that this is in addition to the employee’s MarketingPilot user contact record.

Step 1: Create a Vendor account for the employee.

  1. Click “Contact” in the Quick link bar at the top left of the page. (Alternatively expand Vendors in the navigation bar, click Contacts, and then click New.)

    Adding a new Contact

  2. Enter the employee’s full name in the Company field. Leave First Name and Last Name blank.
  3. Optional: Choose Remit to as the Role.This will make the record easier to identify.

    Enter employee's name in Company field and choose Role

  4. Check the Vendor box to indicate Group, and click Submit.

    Select Vendor group

Step 2:  Create an Expense using the Employee’s vendor record as the Vendor.

  1. Expand Financial, click Expenses, and click New.
  2. In Vendor, begin typing the employee’s name and select their Vendor record(if you entered Remit To as the Role, you will see it in after the employee’s name).

    Choose the newly added Employee record as the Vendor

  3. Complete the remainder of the Expense.

Step 3: Process Accounts Payable.

Step 4: Print the Check. The employee’s name will appear as the Pay To.

Good to Know: An option is to have the employee create a Purchase Order. As a point of managerial review, either the employee’s manager or Accounting can then review the Purchase Order prior to converting it to an expense.


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