How to handle returns after the cash out date 🔄
When an item needs to be returned after the cash out date of the employee's budget, there's a specific procedure that needs to be followed. Here's what you need to do:
For Admins 🙍♂️
Reject the choice in Payflip ❌
Go to the employee's choices
Find the specific item that was returned
Reject the choice to put it back in the employee's shopping cart
Inform the employee 📧
Let them know they need to remove the item from their shopping cart
The budget will be automatically restored in the system
Contact Payflip 💬
Once the item is removed from the shopping card, let us now through the blue button 🔵
We will refresh the cash-out an regenerate the file for you.
Contact the social secretariat 📞
Once you receive the file from us and since the budget was already cashed out, the social secretariat needs to handle this amount separately
They will process the necessary adjustments on the employee's payslip outside of the Payflip tool
For Employees 👤
Return the item 📦
Follow the regular return procedure with the supplier
Keep all return documentation
Remove from shopping cart 🛒
Once the admin has rejected the choice
Delete the item from your shopping cart
This will trigger the automatic budget restoration
Important notes
This process is specifically for returns that happen after the cash out date
The budget cannot be transferred to the next year
Make sure to keep all documentation of the return process
The correction will be handled on your payslip by the social secretariat
Need help with this process? Don't hesitate to reach out to your HR team or contact Payflip support through the chat! 😊