Role: ✔ Admin, ✔ Budget Owner, ✔ Employee
New Feature: You can now create reimbursement claims on behalf of your colleagues directly from the dashboard. Admins, accountants, and bookkeepers who are also budget owners can submit on behalf of a member – as long as the member is part of the same budget.
Ready to get those expenses reimbursed with minimal fuss? Follow the steps below to start submitting reimbursement requests:
Mobile App
To submit reimbursement requests via the Summit app, please follow these steps:
1. On your homepage, click on the + icon.
2. Choose ‘Reimbursement’.
3. You will need to select the ‘Expense Type’. If your company uses only one “Expense type”, employees will no longer be able to select it. The default option you will see on your end is the first one listed.
4. There are two ways to upload proof:
- Photos (to upload a picture of the receipt)
- Documents (to upload a file)
5. Once you have finished uploading or taking a picture of your receipt, click 'Done'.
6. Next, you will be taken to the ‘Add Reimbursement’ screen. Fill in your details in the respective fields and please ensure that a picture of the receipt is attached to your reimbursement request.
7. Once all the necessary fields are filled in, click 'Confirm'.
To check the status of your request:
1. On your homepage, click on ‘Menu’ and then select ‘Reimbursements’.
2. You will be taken to the Reimbursement landing page. Click on the ‘Personal’ tab. Under the tab, you can view the status of your submitted requests.
3. To make changes to your requests, select your request and click the icon. You can then make the necessary changes to your request.
4. After editing your request, click ‘Submit’.
Note:
- Only ‘pending’ and ‘declined’ requests can be edited.
To delete your ‘pending’ request, select your request and click the ‘Cancel Request’ button. Your request will then be removed from the reimbursements list.
Summit Dashboard
To submit reimbursement requests through your dashboard, please follow these steps:
1. On your homepage, select 'Reimbursements’.
2. You will be taken to the Reimbursement landing page. Select the 'Personal' tab, and click ‘New Reimbursement’.
3. You will need to select the ‘Expense Type’.
4. Fill in your reimbursement details in the respective fields.
5. Please ensure that the attachment, such as a receipt, is included with your reimbursement request.
6. Once all the necessary fields are filled in, click ‘Submit’.
To check the status of your request:
1. On your homepage, select ‘Reimbursements’.
2. You will be taken to the Reimbursement landing page. Click on the ‘Personal’ tab. Under the tab, you can view the status of your submitted requests.
3. To make changes to your ‘pending’ requests, select your request and click the icon. You can then make the necessary changes to your request.
4. After editing your request, click ‘Submit’.
Note:
- Only ‘pending’ and ‘declined’ requests can be edited.
To delete your ‘pending’ request, select your request and click the ‘Cancel Request’ button. Your request will then be removed from the reimbursements list.
Note:
- Reimbursement requests submitted by the employees within your team/organization can only be approved by users who have Admin access or are Budget Owners. If you are an Admin or Budget Owner, please refer to the steps on how to do that here.
If you need any assistance, feel free to reach out to support@summitglobal.com. We're here to help!