Setting Up the Reimbursements Module: Admin Guide ⚙️

Setting up the Reimbursements module is a key step to ensure that out-of-pocket expenses are processed efficiently and according to your company’s spending policy.

Key Concepts

• Default Access: All employees can submit reimbursement requests by default.

• Reimbursement Management: This is a specialized view for Admins and designated Finance users to track, approve, and mark requests as Paid.

• Bulk Actions: Admins can manage multiple approved requests simultaneously to streamline the payment process.

How to Grant Management Access

1. Go to the "Team" (Equipo) section.

2. Select the user you wish to authorize.

3. Check the "Reimbursement Management" (Gestión de Reembolsos) box in the permissions settings.

4. Save changes. Any role can be granted this access at the Admin's discretion.