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 a new reimbursable expense is to upload a receipt and let the system scan it to automatically fill in key fields.

Select Upload a Receipt to choose an image from your computer, or select Browse Gallery to choose a receipt that you have already uploaded.

New Reimbursable Expense side panel open in Emburse Spend, with fields for amount, expense type, category, date, business purpose, department, and location, and a receipt upload dialog showing Browse Gallery and Upload a Receipt buttons.
For details on attaching more than one receipt, see Attach Multiple Receipts to a Single Expense, below.

When you upload a receipt, Emburse automatically begins extracting its details. A processing window appears immediately, and animated ellipses (…) indicate that extraction is in progress.

Modal indicating receipt details are being extracted with Add Details Manually button

You can choose how to proceed:

  • Wait for Autofill: If you take no action, the processing window closes automatically once extraction is complete. The expense fields populate with the extracted receipt details.

  • Add Details Manually: Selecting Add Details Manually closes the processing window and stops the autofill process. You can then enter all the expense details yourself.

If receipt extraction completes successfully, Emburse populates such available fields as:

  • Merchant Name

  • Transaction Date

  • Amount

You can review and edit any populated fields before submitting the expense.

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 have 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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