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Reimbursement Claims
How do I submit a reimbursement claim?
1
Initiate Claim
Tap Reimburse on the dashboard to initiate the process.
Tap Reimburse on the dashboard to initiate the process.
2
Upload Documentation
Upload your documentation via camera, gallery, or file storage.
Upload your documentation via camera, gallery, or file storage.
3
AI Extraction
Tap the Proceed button; the app’s AI will automatically read the Merchant, Date, Currency, and Amount.
Tap the Proceed button; the app’s AI will automatically read the Merchant, Date, Currency, and Amount.
4
Review & Edit
Edit the Purpose or any other fields as needed, or add more receipts to the same claim.
Edit the Purpose or any other fields as needed, or add more receipts to the same claim.
5
Submission
Submit the request as a Draft or send it immediately for Approval.
Submit the request as a Draft or send it immediately for Approval.
Bills and Suppliers
How do I manage bills and suppliers?
1
Access Bills
Tap Pay to enter the Bills module and view available Payment Categories.
Tap Pay to enter the Bills module and view available Payment Categories.
2
Track Status
Track status using the tabs for Drafts, To Approve, To Pay, Paid, and Voided.
Track status using the tabs for Drafts, To Approve, To Pay, Paid, and Voided.
3
Supplier Overview
Use the Suppliers tab to see outstanding amounts and total paid to each vendor.
Use the Suppliers tab to see outstanding amounts and total paid to each vendor.
