Checking reimbursement claim requests

Find and click the Reimbursement sub-menu from the Approvals main menu.

The page loads and reflects all information about the reimbursement claim requests that are pending at your end to approve, reject, or delegate. So, find the list of the reimbursement requests, who applied for it, when it was created, etc.

Go to the drop-down menu at the end of any selected reimbursement claim request. Find details like Employee Name, Employee username, Reimbursement type, Created on, etc. there. The information fields here may vary depending on the configuration set by the super admin.

Click on the Eye button under the Action section of the reimbursement claim request. It takes you to another page that loads all relevant information about this reimbursement claim request.

Click the Delegate button at the top to assign this task to someone else.

Otherwise, scroll down. Find and click either the Accept or Reject button. Make this decision carefully after reading the details stated on this page. Also, leave a comment in the box below before you click on the Accept or Reject button to make the decision more responsible and fairer.

Go back to the Reimbursement page.

Select multiple requests by ticking the boxes before each request. Save your precious time by taking a single action against all the selected requests. Do this by clicking either Accept, Reject or Delegate button at the top-right corner of the Reimbursement page.

Download the list as a file to your system by clicking the Export button next to these buttons. Next, find the Funnel button at the extreme right corner.

Click and filter the pageview. Choose filters like Search, From/to, Level, Approver, etc. The fields here may be different as per the initial configuration set by the super admin.

Once you’re done selecting all the filters, click Select. The page filters in seconds. Now, click on Reset to reset the page view.