Answer
The reimbursement flow is category setup first, then claim entry, review and payment outcome. Clear category structure is what keeps approvals and reporting clean.
Step 1: Define categories used by employees
- Create categories that match your internal expense policy.
- Retire or deactivate outdated categories to prevent misuse.
- Use clear descriptions so employees choose correctly.
Step 2: Enter claims with complete detail
- Capture amount, date, category and business purpose.
- Attach receipts where required by policy.
- Select the correct payment method for payroll or separate payment.
Step 3: Review claim pipeline
Use the claims list to monitor pending and approved items so reimbursements do not sit unresolved.
Step 4: Final review and decision
Open each claim, validate evidence, add review notes and approve/reject. This produces a clear audit trail for reimbursement decisions.
