To successfully implement the new and improved reimbursement feature set, ensure that Spend categories, Expense approval workflow, and Direct payments are enabled in addition to the reimbursement module.
When the mentioned modules have been added and properly configured, the following features are available:
Users (e.g., Employees)
- Add a personal bank for reimbursement purposes.
- Submit reimbursements.
- Track the progress of submitted reimbursements.
- Receive direct payments to your personal bank account via ACH.
Administrators
- Configure the reimbursement policy.
- Track the progress of ALL submitted reimbursements.
- Approve or Decline reimbursement requests assigned to the user/profile.
- Disburse payments to personal bank accounts.
- Generate expense reports and upload them to other finance platforms for payment tracking/payments.
- Sync expenses to the selected ERPs.
Approvers
If you have questions about the modules mentioned, please don't hesitate to email our team at support@meshpayments.com.
Â
Comments
0 comments
Please sign in to leave a comment.