Reimbursable/Non-Reimbursable settings

TBrainerd Expensify Customer Posts: 1

Is there a single default setting for the reimbursable/non-reimbursable issue, or two?

Is there a global setting and also a setting for cash expenses?


  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    Hi @TBrainerd, this is a great question and I'd love to tell you more about controlling the reimbursable and non-reimbursable state of expenses.

    Now, depending on the role your account has in Expensify (employee level or admin level) and which features are being used, there will be additional controls. A breakdown of those controls is below. Please note I've only provided links to the two controls available to all accounts by default.

    • An account holder importing a personal card, can choose to import those expenses as reimbursable or non-reimbursable. They can also control the status for cash expenses submitted on their own Individual policy.
    • A policy admin can set a policy-wide control on the reimbursable status of manually created expenses. This means any expense that isn't imported directly from a credit card connection.
    • A domain admin can force company card expenses to import as reimbursable, non-reimbursable, or either of those and billable.

    Does that help at all?