📥 Who can upload receipts for reimbursement?
✅ Cast & Crew, Managers, and Super Admins can upload receipts.
❌ Card Holder Users cannot mark receipts for reimbursement.
🧾 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.
📊 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