Contents of the Manage Medical Care Reimbursement Screen

Use the fields and options to configure the Manage Medical Care Reimbursement screen.

Identification

Field	Description
Employee	Enter, or click to select, the ID number of the employee in this required field. Costpoint validates your entry against data entered on the Taxes subtask of the Manage Employee Information screen. The employee's name displays in the field to the right.
Pay Cycle	This field displays this employee's pay cycle, as specified on the Manage Employee Taxes screen.

Details

Field	Description
Transaction Code	When you click , a transaction code of REQ (Request) displays in this non-editable field.
Transaction Date	The current system date automatically defaults into this field. If it is not correct, you can enter, or click to select, the correct date, in MM/DD/YYYY format, on which this transaction was entered in Costpoint.
Incurred Date	Enter, or click to select, the date, in MM/DD/YYYY format, on which the medical care expense was incurred. Costpoint uses this date to determine the plan year to which this transaction is assigned. The Incurred Date must be within a valid plan year, as defined on the Manage Medical Care FSA Plan Year screen, and this employee must have an election for this plan year on the Manage Employee Medical Care FSA Elections screen.
Request Date	Enter, or click to select, the date, in MM/DD/YYYY format, on which this request was made.
Plan Year	Enter the plan year for this transaction.
Request Amount	Enter the dollar amount of this request. The amount must be greater than or equal to zero, and less than or equal to the plan year maximum established on the Manage Medical Care FSA Plan Year screen. The total of the Request Amount and the amounts already reimbursed for the year cannot exceed the election amount for the year.
Approved Amount	Enter the dollar amount of the request approved for payment. The amount must be greater than or equal to zero, and less than or equal to the Request Amount. The total of the Request Amount and the amounts already reimbursed for the year cannot exceed the election amount for the year. The Compute Payroll process in Costpoint Payroll checks this screen to determine whether there are any unpaid requests with a pay period end date that is earlier than or the same as the current payroll run. If there are, Costpoint pays the Approved Amount, regardless of whether enough funds have been deducted to cover it. The only limitation is that the sum of Amount Paid and the amounts already paid cannot exceed the plan year election amount.
Pay Period End Date	Enter, or click to select, the date. Enter the date in MM/DD/YYYY format. This date is the end of the pay cycle in which this request should be reimbursed. The date must be a valid pay period end date for the entered employee's pay cycle, and it cannot be a date for a pay period that has already been paid.
Comment	Enter any comment you want to attach to this row.