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  1. Summit Support
  2. General

General

Invoices

  • How to Manage Recipients Under Invoice
  • How To Set Up Budgets
  • How to Set Up Multi-Dashboard Feature
  • How to Set up Payment Run
  • How to Submit Invoices (Dashboard)
  • How to Submit Invoice Drafts (Mobile App)
See all 7 articles

Reimbursements

  • How to Create Expense Type for Reimbursements
  • How to Download Payment CSV for External Payout
  • How to Submit Reimbursement Requests
  • How to Mark Reimbursement as Paid
  • How to Approve Reimbursement Requests
  • How to Start Reimbursements in Summit as an Admin

How to Get Started

  • How To Create New Tax Rate and Modify Existing Tax Rate
  • How to Create New Category and Modify Existing Category
  • How to Download Summit App
  • How to Contact Support via Live Chat (Admin)
  • How to Add in New Users (Manual and Batch)
  • User Roles in Summit
See all 11 articles

Approvals

  • Self Approval Policy Setting
  • How to Set Up an Approval Policy for Reimbursements
  • How to Set Up an Approval Flow for Invoices

Accounting Integration

  • How To Download CSV Report File
  • How to Integrate Your Summit Account with Xero
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