I need to get reimbursed for an expense I incurred. How can I record that expense?

Yes, you can claim reimbursement for the business expense you’ve incurred. While recording the expense, ensure that the Claim Reimbursement check box is marked, to get it considered for reimbursement. To do this:

  1. Go to Expenses.
  2. Click + New Expense in the top right corner of the page.
  3. Enter the necessary details.
  4. Ensure that the Claim Reimbursement check box is marked.
  5. Click Save and Close to save the expense.

Once the expense is recorded, you can add it to a report, and submit it for approval. The Approver or the Admin will review the report, approve it, and process the reimbursement.

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