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Can anyone help, I am trying to setup an expense reimbursement payroll category? I have noticed that there is no allowance tab, as I thought I could have set it up as an non-taxable allowance, which does not appear on the PAYG summary. I currently use timesheets and activity slips and need to be able to bill the client and pay the employee.
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You need to setup a salary type wages category exempt from tax and super for the reimbursement allocated to a clearing account from which you will do the 'payment' of the expense. If you have trouble following this advice and cannot deduce the reasoning behind it I suggest you seek some support from a Certified Consultant who can ensure your payroll is setup correctly.
I used to do this for one of my clients and kept it right out of the payroll. As I have stated in other posts it is best to use payroll for only payroll and that way there are no problems when reconciling at year end and doing payment summaries.
I would handle these reimbursements by doing a spend money transaction attached to the employees card.
I would then enter an activity slip to the client for the expense and then note on the expense that it had been oncharged and reimbursed and the dates of the transactions.