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How-to: Configure your policy for manual reimbursements
If an expense has the green-light to be reimbursed simply because it's been final approved already, read on!
Keep in mind, ACH reimbursements are only available in the U.S.
Here's how it works:
- An expense report is final approved (hint: Concierge Report Approval makes this easy!) and queued for reimbursement.
- Set a maximum amount for which you'll allow reports to be automatically reimbursed. All report amounts over this limit will require a quick click for manual reimbursement.
As a group policy admin, you can find the Manual Reimbursement section of the policy editor by going to Settings > Policies > Group > [Policy Name] > Reimbursement > Manual Reimbursement. In the example below, any report that is under $5,000 will be reimbursed automatically. Anything over this amount will require an extra click to "Reimburse via ACH"
For a live overview of the Policy Admin role, policy management and administration, register for our free Admin Onboarding Webinar!