WP ERP Reimbursement

Description

The Reimbursement addon adds to the WP ERP Accounting module an expense reimbursement workflow, allowing employees to create requests via the frontend dashboard, attach receipts, and track payment status in real time. Targeted at finance teams processing travel, meal, and materials reimbursements through WP ERP, the component centralizes approvals, tax calculations, and payment account setup in the admin area, eliminating parallel spreadsheets.

Main Features of Reimbursement

• Frontend dashboard for employees
  A dedicated screen where the employee creates, submits, and tracks their reimbursement requests.
• Real-time status
  Each request shows the current stage (pending, approved, paid) without needing to contact finance.
• Receipt upload
  Attaches PDF or image receipts directly to the request for auditing purposes.
• Filters and search in admin
  Finds reimbursements by employee, status, period, or amount in the WP ERP admin panel.
• Tax calculation
  Applies tax rules configured in WP ERP to each approved request before payment.

Benefits of Reimbursement

• No more parallel spreadsheets
  The entire expense workflow is recorded within WP ERP, with history linked to the employee.
• Transparency for the employee
  The employee independently checks the request progress, reducing inquiries to finance.
• Centralized approval in admin
  The manager reviews, approves, or rejects requests on a single screen, with a consolidated view of open items.
• Audit trail preserved
  Receipts and payment data remain attached to the accounting entry for future verification.

Who is Reimbursement for?

• Those already using WP ERP Accounting and needing to formalize employee expense reimbursements.
• HR and finance departments processing travel, meal, transportation, and materials reimbursements.
• Those receiving reimbursement requests by email or spreadsheet and wanting to migrate to a system-logged workflow.

How to Download Reimbursement

Reimbursement is available for download here at Ultrapack. After downloading the .zip file, install it under Plugins > Add New > Upload Plugin, select the file, and activate with WP ERP already installed. The reimbursement area will then appear within the WP ERP Accounting module on the admin dashboard.

For those who already operate WP ERP as an internal financial platform, this addon replaces the informal email or spreadsheet requests with a process recorded within the system itself, with employee history and audit trail. Digitizing reimbursement reduces finance rework, speeds up the request-to-payment cycle, and keeps receipts attached to the corresponding accounting entry.

Frequently asked questions