Content Comparison

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*Please note: Employer reimbursements must be enabled on the client profile and the funding source for the new reimbursement entry option to be visible. 

An active employee service account for the employee/client combination is required to create a new reimbursement entry, and the associated service code must have reimbursement entries enabled.

Role Required: Client Profile with Employer Reimbursements enabled

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1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Entries on the submenu
4. Click Actions
5. Select New Reimbursement Entry from the drop-down
6. Complete the Add New Reimbursement Entry form wizard
   1. Entry Type - Auto populates Employer Reimbursement
   2. Client – Auto populates client’s name
   3. Account Type (required)
   4. Employee Name (required)
   5. Service Code (required and limited to active service accounts)
   6. Dollar amount (required) - Enter the total amount for the reimbursement 
   7. Date(s) of service (required) - Select any number of days in a 30-day window
      1. For each date selected, enter the amount. The sum of the individual dates of service must match the total listed on the form 
   8. Notes (optional) - Add a description
   9. Invoice Attachment (required) - Attach an invoice
7. Click Save and Yes to confirm
8. The system will create one parent entry for the original Reimbursement Request in canceled status, and one child entry for each date of service listed on the parent entry.
   1. These child entries will be in pending status and must be approved by an employer or supervisor before being processed through payroll or billing.The system will automatically create a service account for the employee/client/service code if one does not already exist. This allows employers/clients to create an entry when they need to, even if an admin user has not had a chance to create the service account yet.

New Vendor Request (FI Mode Only)

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