Reimbursements

Getting Started with Reimbursements

• Reimbursements Overview
• Reimbursement Report Workflow
• Enabling Reimbursements
• USD Reimbursements: Requirements and FAQs

Setting-Up and Configuring Reimbursements

• Setting Up Reimbursements
• Reimbursement Policies Overview
• Configuring Reimbursements Submission Policies
• Configuring Reimbursement Approval Policies
• Configuring Mileage Rates for Reimbursements
• Configuring Direct Payouts for Reimbursements

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Working with Reimbursements

• Requesting a Personal Reimbursement
• Requesting a Mileage Reimbursement
• Approving & Declining Reimbursements Reports
• Resubmitting a Declined Report
• International Expenses
• Marking Reimbursement Reports as Paid/Unpaid

Exporting Reimbursements

• Reimbursements Export Overview
• Mapping Spenders to Vendors
• Reimbursements & QBO
• Reimbursements & Xero
• Reimbursements & Netsuite
• Exporting Reimbursements as CSV

Issuing Reimbursement Payouts

• Reimbursement Payouts
• Reimbursements Funding Source
• Scheduling and Unscheduling Reimbursement Payments
• Authorizing Funds Release for Reimbursement Payouts
• Batch Payments for Reimbursements
• Reimbursements - Handling Bounced Report Payments

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