Expense reimbursement management

Workflow overview#

1. Submit a claim

   Capture the expense details and relevant supporting records. A complete submission gives the reviewer the context needed to assess the claim.

2. Review the expense

   Authorized approvers work through the organization queue and record their decision. Employee access remains focused on their own claims.

3. Follow the outcome

   Track the reimbursement through its available states and payment records. Keep clarification with the claim so the reason for a decision remains accessible.

Access and next steps#

Available controls depend on your workspace configuration and access to the relevant records. If an area is missing, ask your administrator to review your access.

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