Claim, approve, and pay reimbursements
Help claimers, approvers, and payers move reimbursements through the workflow without mixing them with normal expenses.
How to use this
Create expense
Record reimbursement expense with receipt and correct type.
Submit claim
Group one or more expenses into a claim and submit for approval.
Approve or reject
Approver checks receipts, notes, amount, category, policy fit, and duplicates.
Mark paid
Payer marks approved claim paid only after actual payment.
Check history
Use history to see draft, submitted, approved, rejected, and paid states.
Keep attachments
Receipts remain linked for audit after payment.
Guided walkthrough
Claimer, approver, and payer walkthroughs
Open app to use guided helpDetailed guide
Claimer flow
Create reimbursement expense with amount, date, reason, category, and receipt. Select eligible expenses and submit a claim.
Approver flow
Open pending claims, review receipts/notes/category/policy, then approve or reject with a clear reason.
Payer flow
Mark paid only when money is actually paid. The app should preserve payer/company records and attachments as designed.
Audit trail
Use history to see who created, submitted, approved, rejected, paid, and when.
Before you finish, check this
- Receipt exists for claimable expense.
- Claim amount matches selected expenses.
- Approval is not treated as payment.
- Rejected claim has reason.
- Paid claim creates correct permanent record/attachment copy.
Common mistakes to avoid
- Marking paid before payment happens.
- Putting reimbursements into normal vendor expenses.
- Approving without opening the receipt.
- Losing staging attachment after rejection or payment.
Related articles
Open this in the app
Open MyAccountBooks and go to the page shown in this guide. If the page has a Guide Me button, tap it for an in-app step-by-step walkthrough.
App route: /reimbursements
Tags and coverage
Group: Business Workflow. This article is public help and does not access account data.