Who can review a reimbursement
Reimbursements can only be reviewed by an Admin or an Accountant. Since Admins and Accountants have the most knowledge on accounting, it can only be done by them.
How to review a reimbursement
In this step the accounting details need to be reviewed for correctness.
If a reimbursement includes multiple expenses, you are first able to see an overview of the entire reimbursement, including the amount of each expense.
At this step, you also need to assign a supplier account to the reimbursement. Depending on your accounting setup, you might have unique supplier accounts for each employee, or have a generic account you book all employee expenses to. This account is mandatory, and you won’t be able to export reimbursements without a supplier account assigned.
Click on “Reimburse” > “All reimbursements”.
At the top, you can select “Review”.
Select a reimbursement.
Check the already entered information and enter once that are missing.
"Confirm" or "Reject" the reimbursement.