Role: ✔ Admin
To start using Reimbursement Expense Management, you can go through these articles:
Onboard your Employees to Summit
Before your employees can start submitting their reimbursement claim, you need to onboard your employee as a user. You can find how to onboard your Employees to Summit here.
Set your Reimbursement Approval Flow
Once your Employees are onboarded, you can set up the approval flow here based on your company policy.
Approve Reimbursement Request
When the reimbursement requests come in, the approver can follow these steps to approve the reimbursement requests here.
Note:
- Currently, payouts can only be processed externally and are not available within Summit.
- Ensure all payout transactions are handled through external platform before marking them as Paid. Learn how to 'Mark as Paid' here for reimbursements.
- You can download the payment CSV from the Reimbursement page and upload it to an external platform for payout. Learn more here.
If you have any questions or need further assistance, don't hesitate to reach out to us at support@summitglobal.com. We're here to support you!