Skip to main content

Loans, advances, and reimbursements

Two everyday money tasks flow straight into payroll: recovering a staff loan a bit each month, and paying back an approved expense claim. Set them up once and payroll handles them on its own.

Loans and salary advances​

Use Loans & Advances to give an employee a staff loan or a salary advance, and let payroll recover it in instalments.

To grant one:

  1. Open Loans & Advances and add a loan for the employee.
  2. Enter the amount, and the instalment (EMI) — how much to recover each month.
  3. Save.

From then on, each payroll run automatically deducts one instalment from that employee's pay until the loan is cleared. You'll see it as a "Loan / advance recovery" line on the payslip. Nothing to remember month to month.

info

A salary advance is just a short loan against future pay — set it up the same way, usually recovered over one or a few months.

tip

Employees can see their outstanding balance and remaining instalments in the employee portal under My Loans.

Reimbursements​

Use Reimbursements to pay back money an employee spent on the company's behalf — travel, supplies, and the like.

The flow:

  1. The employee submits a claim (with a receipt) from the employee portal.
  2. You review it under Reimbursements and approve or reject it.
  3. An approved claim is paid out in the next payroll run, as its own earning line on the payslip.

Because reimbursements ride along with payroll, there's no separate payment to make — they land in the same salary transfer.

info

Reimbursements are money the employee is owed, so they're added to pay, not taxed as salary. They show as a separate line on the payslip.

What's next​