Use the Expense Reimbursement apps

Two apps are part of the Expense Reimbursement solution:

• Reimbursement Request canvas app for employees
• Expense Reimbursement Admin model-driven app for program managers or admins

Once the install and setup steps are complete, the apps are ready to share and use.

Use the Reimbursement Request app

As an employee, you can submit and view your expense reimbursement requests to your organization in the Reimbursement Request canvas app.

Take these steps to submit an expense reimbursement request:

1. Sign in to the Expense Reimbursement canvas app.
2. On the My requests screen, select New request.
3. On the New request screen, complete these fields:
   1. Request Name
   2. Program
   3. Category
   4. Subcategory
   5. Currency

Add image of expense receipt

Expense requests require documentation of the expense. Take these steps to add an image of the expense receipt and update any file information.

1. On the My requests screen, select Add expense.
2. On the first Add expense screen, select how you will share an image of your receipt. These are your options:
   1. Capture enables you to open up your device's camera to allow you to take a picture of the receipt.
   2. Scan obtains the receipt details from an image you select on your device using the app's built-in scanner.
   3. Attach opens your device's file system so you can browse for the image of your expense.
3. On the second Add expense screen, attach a file or capture a picture, depending on your selection on the first Add expense screen.
4. On the third Add expense screen, add any necessary information. These are the fields:
   1. Attachment file name
   2. Expense date
   3. Merchant name
   4. Amount
   5. Description
5. Select Done to complete the Add expense step.
6. Select Submit. This triggers the New Request for Refund Notification flow that sends an email to the approver and to you stating that the expense reimbursement request has been submitted and is ready for review.

View Expense Reimbursement requests

Once you have submitted an expense request, you can view the status of the request in the Reimbursement Request canvas app.

On the My requests screen, select the number of the reimbursement request you want to view. This takes you to the View request screen.

Use the Expense Reimbursement Administrator app

As an expense reimbursement program manager, you can access the Expense Reimbursement Administrator model-driven app to review and process requests.

Process expense requests

In the Expense Reimbursement Administrator app, take these steps to view expense reimbursement request details and process the requests:

1. Select Requests on the left pane to view a list of all reimbursement requests.

2. Select a request number link to view more details about a specific request. On this page many links, such as the request's receipt, are available to select and review.

   

3. Select Review to mark the approval status and make a comment about the status of the expense reimbursement request.

4. Select Payment to record the payment status of the expense reimbursement request.

5. Select Complete to record the date the expense reimbursement request process is complete.

6. Select Save or Save & Close after you make updates.

View the dashboard

The Expense Reimbursement Administrator model-driven app provides a dashboard viewing experience to help you easily manage the expense reimbursement program.

You can view reimbursement requests by date and status. You can also see the dollar amounts by programs and program categories to help you track expenses.

See also

Manage the Expense Reimbursement app