We’ll guide you through requesting a reimbursable fund by expense categories on Rindegastos’ web platform.
Topics you’ll find in this article:
What are categories?
Categories in Rindegastos classify the types of expenses that can be created on the platform. They are available for you as a Submitter to select when creating your expenses.
This helps the company organize the expenses created through the platform. Some common expense categories might include food, transportation, lodging, and others based on your company's needs.
How to request a reimbursable fund by categories?
If you need to request a reimbursable fund by expense categories on Rindegastos’ web platform, just follow these steps:
From the "Submitter" menu, select “Funds.”
In the menu, choose "Fund Request."
In the top right corner, click on "+ Create Request."
Select the type of fund: "Reimbursable Fund".
Give the fund a name and click "Continue."
Choose the currency for your fund request.
You can choose the category for each of the fund expenses, but keep in mind that the total amount for all selected categories cannot exceed the limit set for that currency.
Upload files if needed.
Add a note and click "Save Changes."
The fund will be saved as a draft. You can either edit it or send it through the Approval Workflow by clicking "Submit Request."
Select the workflow for sending the fund request.
Finally, click "Submit Request."
That’s it! You’ve quickly and easily made your fund request by categories. Now, just wait for approval in the review workflow.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!