Let employees submit expense claims, and approve them in a few clicks - no more chasing bills over email.
The Reimbursement module lets employees submit claims for business expenses - like travel, food, or client meetings - and gives you a clear, trackable process to review and approve them. Instead of emailing receipts back and forth, everything happens in one place, with a full record of who claimed what and when.
How it works
Employee submits a request
The employee picks an expense category, enters the amount, adds a short description, and attaches the bill or receipt.Approval
If the employee has a reporting manager, the request goes to them first for approval or rejection. If the employee doesn't have a manager assigned, the request goes directly to Admin/HR for approval. Even when a manager is assigned, Admin can still step in and approve or reject the request directly - useful if the manager hasn't responded yet.HR/Admin does a final check
Once approved, HR or Admin can review the request again, keep proper records, and make sure it follows your company's reimbursement policy.Payment is processed
The approved amount is processed and tracked through to payout, so you always know what's pending vs. paid.
Why it helps
No more paper bills or email threads - everything is submitted and tracked in one place
Faster approvals, since managers can act right away instead of waiting on physical forms
Full visibility for employees - they can see exactly where their claim stands
One clean record of every claim, useful for audits and reporting
Next: See the User Panel →