Reimbursement in Saral PayPack – Allotment Configuration
Hello Everyone,
In this tutorial, we will be learning the Allotment Configuration of Reimbursement Module in Saral Paypack
To start with the allotment process, navigate to Pre Salary Transaction → Reimbursement and click Allotment option.
Allotment Entry
To create a new allotment entry, click on New. Select the Financial Year and required Reimbursement Name from the drop-down list. Next, select Ref. No. or Employee Name. Enter the allotment Date. Click on 
to set the allotment amount.
Note:
- The Block Period option will be enabled only when LTA is selected as the reimbursement type, to restrict claims within a fixed period.
On clicking the Allotment amount, Next Select the allotment types as Annual or Monthly
select the Consider Amount For as Monthly or Valid Months Only to define the applicable months of allotment.
The system will automatically calculate the Actual Amount, Modified Amount, FBT Amount, Total Amount, Till Date Claimed and distribute the amount month-wise in the tabulation. Enter the Remarks, if any, and click on Accept.
Let us understand the additional options available on right-click to further manage the allotment.
- Allotment From Prev. Year option to carry forward the reimbursement allotment details from the previous financial year.
- Bulk Delete option to delete multiple allotment records at once.
- Select LTA Opening Balance to enter or adjust the opening balance for Leave Travel Allowance (LTA).
- Select Report to generate the report of allotment details.
Note:
- To search a specific employee, you can enter their Ref. No. or Employee Name in Quick Search.
- Select the Multi Allot option to allot the reimbursement to multiple employees.
You can delete the selected allotment record
