Reimbursement in Saral PayPack – Master Value Creation
Hello Everyone,
Welcome to today’s tutorial on Reimbursement in Saral PayPack
Saral PayPack allows users to manage reimbursements efficiently by defining them under specific heads such as Medical Reimbursement, Leave Travel Allowance (LTA), Food Coupons, and Other Reimbursements (e.g., Conveyance, Telephone).
To begin with, navigate to Pre-Salary Transaction → Reimbursement. Then, click on the Master option.
In the Reimbursement Master dialog, enter the following details:
- Reimbursement Name: Specify the name of the reimbursement you wish to create.
- Reimbursement Type: Select the appropriate type for the reimbursement based on predefined heads.
- TDS Reference: Choose the relevant TDS reference if applicable.
Note : For reimbursements categorized as Food Coupons, the TDS Reference field is automatically disabled, as these reimbursements are not linked to TDS calculations.
Reimbursement Settings
- The Allotment Settings section in the Reimbursement Master dialog box allows you to configure how reimbursements are allocated. Options include:
- No Allotment : Reimbursement is not allotted automatically.
- Monthly Allotment : A fixed amount is allotted every month.
- Lump Sum : A one-time reimbursement is provided.
- Less FBT while Allotting: This option ensures that Fringe Benefit Tax is deducted during allotment.
- Restrict Claim Amount to Allotted Amount: Ensures that claims cannot exceed the amount allotted for the period.
- Auto Claim while Creating New Month: Automatically processes claims for the new payroll month.
- Consider Future Allotments for TDS Calculation: Takes future allotments into account while calculating Tax Deducted at Source (TDS).
- Claim Conditions:
Consider Claim Amount on:
- No Days: Does not consider specific working days.
- Pay Days: Considers the employee’s paid working days.
- Present Days: Considers only the days the employee was present.
- Select the Mode of Payment  like Pay in salary, Cash, Cheque or DD
After defining all details, Click the Save button to create the reimbursement.The created reimbursements will be listed in the table below for review, editing, or deletion.
Finally, To modify an existing reimbursement, select it from the list and click the Edit button and To remove a reimbursement, select it and click the Delete button. Be cautious, as deleted entries cannot be recovered.
