📥 Who can upload receipts for reimbursement?
✅ Cast & Crew, Managers, and Super Admins can upload receipts.
❌ Card Holder Users cannot mark receipts for reimbursement.
❌ Payroll Crew cannot upload receipts or mark expenses for reimbursement.
To enable employees in the 'Payroll Crew' role to upload receipts and claim reimbursements, their role needs to be upgraded to one with permissions, such as 'Cast & Crew.'
🧾 How do I upload receipts and mark them for reimbursement?
Navigate to the Transactions tab
Select the Other Expenses sub-tab
Click Upload & Scan to upload your receipts
Once uploaded, find the transaction in the table
In the Reimburse column, check the box for each receipt that needs to be reimbursed
🔹 Only Managers & Super Admins can view all team reimbursements.
🔹 To maintain security, avoid assigning higher privileges than necessary when upgrading user roles.
📊 Where can I view all reimbursement requests?
Go to the Projects tab → Click on the Reimbursements sub-tab.
Here you’ll see a summary of all outstanding reimbursement requests.
🔹 Again, only Managers & Super Admins can view all team reimbursements.
🔍 How do I review and process reimbursement payments?
In the Reimbursements sub-tab, click View Details next to a user's name
Review their receipts and transaction details
If everything looks good, proceed to payment
📑 What does the reimbursement invoice include?
Once you confirm the payment:
✅ A consolidated invoice is automatically generated
✅ A cover page summarizes receipt details
✅ All receipt images are merged into a single file
✅ You’ll get to preview and confirm everything before finalizing
✅ Original transactions are replaced by the invoice for clean record-keeping
💸 How do I complete a reimbursement payment?
After reviewing the invoice, click Next and choose your payment method:
💳 Send via Email – The recipient receives an email with the option to choose a digital check or ACH payment
🏦 Send via Direct Deposit – If bank details are already entered, the ACH payment is sent directly
🔐 Only Super Admins can process reimbursement payments.
📍 Where can I track paid reimbursements?
After payment:
You’ll return to the Reimbursements tab
The invoice will be listed as Paid
The finalized invoice appears under Transactions > Vendors & Contractors with receipt attachments and all key details
🧠 Quick Summary
✅ Upload & mark receipts for reimbursement
✅ View reimbursements under Projects > Reimbursements
✅ Review & process payments
✅ Generate & confirm the invoice
✅ Choose a payment method and pay
✅ Track everything from your Reimbursements dashboard