How to Submit Reimbursable Expenses

Reimbursable Expenses are business expenses that an employee has paid for personally and therefore must be repaid by the company.

Employees can submit expenses for reimbursement in Emburse Spend. To receive reimbursement payments through Emburse Spend, you will need to connect your personal bank account.

Users may not submit a credit amount in Emburse Spend. Contact an administrator to settle the payment of refunds outside of Spend.

If the expense you would like to submit was charged to a corporate card connected to your Emburse Spend account, submit the transaction instead.

The maximum reimbursable amount you can submit is $25,000. Anything more than that will result in a submission error. If you have more than $25,000 to submit, consider splitting it into multiple submissions.

Submit a Reimbursable Expense on the Website

Start from your Personal Dashboard or click Reimbursments in your Personal sidebar.

Click New Reimbursable Expense.

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Autofill Expense Details

The easiest way to create an expense is to upload a receipt and click Autofill Expense Details to have the system scan the receipt and automatically fill in key fields, including

  • Amount
  • Currency
  • Merchant
  • Date

1. In the receipt preview, click Upload a Receipt to select an image from your computer or click Browse Gallery to select a receipt that you have already uploaded

For details on attaching more than one receipt, see Attach Multiple Receipts to a Single Expense, below.

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2. At the bottom of the receipt preview, click Autofill Expense Details.

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3. You will see a message that the receipt is being scanned. When it is successful, the expense details will automatically populate on the New Reimbursable Expense screen.

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4. Click Create to submit your expense for approval.

Your manager and/or an administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer

Enter Expense Details Manually

Alternatively, you may enter your expense details on the New Reimbursable Expense screen manually.

1. Enter the Merchant name or select Mileage, as applicable, from the drop-down list.

2. Fill in the required fields to add context to your expense. Amount and Merchant are always required.

3. Follow these instructions to itemize the expense, add flight details or attendees, or indicate that it is billable.

4. To attach a receipt, click Upload a Receipt to select an image from your computer or click Browse Gallery to select a receipt that you've already uploaded. (Follow these instructions to include multiple receipts.)

5. Click Create to submit your expense for approval.

Your manager and/or an administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer

Submit a Reimbursable Expense in the iOS App

You can also submit a reimbursable expense using the iPhone app.

Submitted expenses are not visible on the Emburse Spend mobile app until the user has at least one approved expense.

1. Tap the pencil button.

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2. Fill in the total amount of the expense. Tap in the Merchant field to add the location of the expense. Tap to add any additional fields.

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3. Tap the camera icon to add a receipt to your expense. You will be given three options:

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4. Tap Send.

Your manager and/or an administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer

Submit a Reimbursable Expense in the Android App

You can also submit a reimbursable expense using the Android app.

Submitted expenses are not visible on the Emburse Spend mobile app until the user has at least one approved expense.

1. Tap the add + button.

2. Tap New Expense.

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3. Fill in the total amount of the expense. Tap in the Merchant field to add the location of the expense.

4. Tap Add Detail to capture additional information about your expense, including category and any custom expense fields your company tracks.

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5. Tap the camera icon to add a receipt to your expense. You will be given three options:

6. Tap Send.

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Your manager and/or an administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer

Attach Multiple Receipts to a Single Expense

If your receipt has multiple pages or you require more than one image to capture the entire receipt, you can attach multiple receipts to one expense. You may attach multiple receipts to both reimbursable expenses and corporate card (non-reimbursable) expenses.

We support the following file types for receipt images: .PNG, .JPG, and .PDF. The maximum file size is 5 MB for .PNG and .JPG files and 10 MB for PDF files.

Via a Web Browser

1. Submit the expense without the receipt first. If your company requires a receipt upon submission, please submit with the first receipt and then follow the steps below.

2. Find the expense in the Reimbursments or Transactions list, select it, then select the Plus button. This gives you the option to choose a saved receipt or upload a receipt from your computer or device. 

Reimbursements screen with expense open and plus button highlighted

3. Once the first receipt is added, select the Add Receipt button again to add another receipt. 

4. Select Save when finished. 

Via the Mobile App

1. Submit the expense with one receipt first. If your company requires a receipt upon submission, please submit with the first receipt and then follow the steps below.

2. Navigate to the Transactions or Reimbursements screen and select the submitted expense.

3. Scroll to the bottom of the expense item and tap Add Receipt.

Transactions screen open with Add Receipt button highlighted

4. Choose a saved receipt from the Receipt Gallery or upload a receipt from your computer or device.

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