Create and Submit Reimbursements, Add Bank Account

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.