Reimbursement workflows allow finance teams to track, review, and approve reimbursable employee expenses. An Org Owner or Admin can assign one Approver for their Organization to manage all reimbursement reports.
When a user submits a reimbursement report, the Approver will be alerted to review the new submission via email and notification in the Notification Center. From the Accounting section in the Web app, the Approver can review, reject, approve, and keep track of which reimbursement reports have been reimbursed.
Note: Approving reimbursement reports is only available on the web app.
Follow along with our video walk through on managing reimbursements or step-by-step instructions below.
Assigning a Reimbursement Approver
- To set a Reimbursement Approver for your Org, go to the Business Rules tab on the Organization Settings page.
- Locate the Out-of-Pocket Expenses section and click "Update".
- Toggle the setting to “On”.
- From the drop-down menu, select the user you wish to assign as your org’s Expense Approver or type in the user details to narrow the search options.
- Once you have selected an Approver, click Save to confirm. The Approver will have access to all of your Organization’s out-of-pocket expense submissions. There can only be one Approver per Org, and the Org Owner or Admin may reassign the role at any time by selecting the pencil icon.
*Reimbursement workflows are not available through all issuers. If you're not sure if you have this feature, please contact customer support.