First to ensure you receive your reimbursement, we must add a bank account. Start by clicking "Personal Settings".
- Click "Bank Account".
Click "Add New".
- Enter accurate banking information, including the Routing Number, Account Number, Institution Name and Account Type.
Once completed, click "Create".
Click "Reimbursements".
- Click "Create Reimbursements"
- Click the "Enter reimbursement name" field.
Click "Create".
Click "Add Item" to add the details of the transactions you wish to be reimbursed for.
- Enter all relevant transaction details starting with the date.
When done, click "Add"
- If you have multiple transactions, follow the same flow and click "Add Item" again.
Once you have added all necessary line items, click "Submit"
Note: The reimbursement will follow the outlined approval workflow in your company settings.
You can manage this by going to Company Settings > Approval.
- As an admin, to approve click "Task Manager" on your dashboard.
- Click "Approve Reimbursements"
- Click this icon to approve the transaction.
Create and Submit Reimbursements, Add Bank Account
