How to edit a recorded reimbursement

Correcting the amount of a previously approved reimbursement:

If a reimbursement shows the wrong amount, you can adjust that through your PeopleKeep account.

Step 1: Navigate to the Reimbursements page 

Step 2: Navigate to the History tab to view all past reimbursements. You may need to toggle the date filter to capture the reimbursements you want to see. 

Step 3: Under the "Actions" column, click the ellipses next to the reimbursement you need to adjust and select Edit.

Step 4: Enter the correct payment amount.

Step 5: Click Submit.

Reverse an approved reimbursement

If you approved a reimbursement too early, you can reverse that by editing the amount down to $0, by following the same steps as above. The reimbursement will show back up in reimbursements due for you to approve at a later date. 

Enter a different reimbursement date

If you approved a reimbursement and recorded the wrong reimbursement date, you can update that by editing the reimbursement amount to $0 as stated above and then approving the reimbursement again with the correct date entered.