Overview
After an expense report is approved, a Reimbursement Officer marks it as reimbursed. This is the final step in the expense workflow.
Note: If the Reimbursement Officer role is not assigned, all users assigned as Expense Admin will receive the email notification to reimburse the claim. |
Steps
- Go to Expense > Claims > Reimbursements
- The To Do tab lists all approved reports awaiting reimbursement
- Review the report details: click the View icon to see the full report
- Tick the checkbox(es) next to the report(s) you have reimbursed
- Click Mark as Reimbursed — a confirmation dialog appears
- Confirm the action — the report status changes to 'Reimbursed'
Viewing Reimbursement History
Click the History tab in the Reimbursements section to view all past reimbursements, including who processed them and when.
Note: If your organisation uses the 'Transfer to Payroll' option, marking the expense report as 'Reimbursed' will transfer the amounts to Payroll for the actual reimbursement, which means it can be added to their payroll. |