Associate a vendor with an employee for reimbursements

Associate vendor records with employee records so that approved expense reports and expense adjustments can generate Accounts Payable (AP) bills for employee reimbursements.

Auto-generate a vendor record

Auto-generate a new vendor record to associate with an employee record.

Generated vendor records appear on the Vendors list. For more information, go to View the Vendors list.

When auto-numbering is turned off, the vendor ID matches the associated employee ID. If auto-numbering is turned on, the vendor record receives its own unique ID.

Subscription	Time and Expenses Accounts Payable
Regional availability	All regions
User type	Business
Permissions	Expenses Employees: List, View, Edit Accounts Payable Vendors: List, View, Add

Go to Expenses > All > Employees.
Find the employee record and select Edit.
Select the Reimbursement information tab.
Select Auto-generated vendor.
Select Save.

Associate an existing vendor record

Associate an existing vendor record with an employee record.

Ensure that the banking information on the vendor and employee records matches. If they differ, reimbursement payments use the employee's banking information.

Subscription	Time and Expenses Accounts Payable
Regional availability	All regions
User type	Business
Permissions	Expenses Employees: List, View, Edit Accounts Payable Vendors: List, View, Add

Go to Expenses > All > Employees.
Find the employee record and select Edit.
Select the Reimbursement information tab.
Select the Associated vendor.
Select Save.
Go to Accounts Payable > All > Vendors.
Find the vendor associated with the employee and select Edit.
Select the Contact list tab.
Ensure that the employee is selected for the following fields
1. Primary contact
2. Pay-to-contact
3. Return-to-contact
4. 1099 contact
5. Contact
For Category, enter Employee.
Select Save.