Submit Reimbursement Entry

Description: In this topic, the Employer will learn how to submit reimbursements.

Role Required: Employer

Reimbursement Training for Employers PDF

Submit Reimbursement Entry 

1. Log in to the DCI web portal
2. Click Employer on the main menu
3. Click Clients on the submenu
4. Enter the client's name in the filter and click Search
5. Click anywhere in the client row to open the Client Details page
6. Click Actions
7. Select New Reimbursement Entry from the drop-down menu
8. Complete the form wizard
   1. Entry Type: Auto-populates to Employer Reimbursement
   2. Client: Auto-populates to the selected client
   3. Account Type (required): Select from the drop-down
   4. Employee Name (required): Type and select from the drop-down
   5. Service Code (required): Select from the drop-down
   6. Dollar Amount (required): Enter the total amount for the reimbursement. Must match attached invoice or receipt.
   7. Date(s) of Service (required): This may be one date or multiple dates. Enter the date and the amount for that date then click the blue plus sign + to add more as needed. The sum of the dates of service must match the amount in the Dollar Amount field.
   8. Notes (optional): Add a description
   9. Invoice Attachments (required): Click the Choose Files button to upload supporting documents (i.e., Completed Goods & Services Request Form or training invoice). Attachment must be in PDF, JPG, or PNG format.
9. Click Save and Yes to confirm