Reimbursements allow users to manage reimbursement approval workflows and submission standards across your organization. By configuring Reimbursement Approval Policies and Submission Policies, you can ensure that Reimbursement Reports are routed and processed according to your business needs.
Reimbursement Approval Policies
Reimbursement Approval Policies allow you to define how Reimbursement Reports are routed for approval. This process can be customized based on the teams involved, the amount being requested, and the specific requirements of your organization.
For more information on setting up reimbursement approval policies, please review our Help Centre article below:
Configuring Reimbursement Approval Policies
Reimbursement Submission Policies
You will need to create a Submission Policy to define what information is required when employees submit a reimbursement request. You can configure submission requirements such as receipt capture, GL codes, custom fields, and tax codes.
For more information on setting up Reimbursement Submission Policies, please review our Help Centre article below: