reimbursement policy examples

camilla94301camilla94301 Posts: 1Expensify Customer

do you have examples of reimbursement policies?

i'd like one for sales people in an early startup.

is there ever an 'ask' to have the trip report done before reimbursement? ie to have account info entered into Salesforce?

Best Answer

  • Nicole TrepanierNicole Trepanier Posts: 601 Expensify Success Coach
    Accepted Answer

    @camilla94301 Because you have to have a withdrawal account connected to show a policy with reimbursement enabled, we don't have an example policy for the reimbursement feature. I'd be happy to answer any questions you have about it.

    If you aren't using auto-sync with the FinancialForce integration, you can export a trip report as soon as it's approved. Auto-sync will wait until it's reimbursed before exporting the report. Even with auto-sync turned on you have the option to export it manually from your reports page.

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