Collect and Approve Expenses
How it works
There is an HTML Form that allows users to upload multiple receipts. All links to uploaded files can be found in the response view Reimbursement Requests.
Here’s how the flow works:
- Reimbursement Setup. Update contact information (company name, emails, etc) in one place. You also have the option to create multiple setups for various purposes (for example test and live versions).
- Reimbursements. In order to request a reimbursement, employees should fill out a form providing details about the expense. This includes their name, the name of the client and the total amount of the expense. After filling out these details, employees should also upload a copy of the receipt for the expense. This form contains all the data about the request and its approval and payment info.
- Reimbursement Request Review. After a person submits a reimbursement request, an email confirmation is sent to the individual responsible for reviewing the expense reimbursement. They can follow the link in the email or open it from the response view. Add information about status and reviewer. After updating the request's status, an email will be sent.
- Reimbursement Paid. Update the status for approved requests after payment was made.
