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Topics
Business · Expenses and invoicing · Expenses · Reimbursements and mileage claims

Adding out-of-pocket expenses

There may be occasions where you have to pay for a business expense out of your own pocket. You can record a reimbursement request (including expenses made using cash or personal cards) and track them using Expenses.

Fees and T&Cs apply.

Add out-of-pocket expenses as a team member

  • On the home screen, look for the 'My reimbursements' widget
  • Click 'Request reimbursement'
  • Enter the transaction amount, merchant, and payment date

You can also add a receipt, accounting category, description, and labels to provide more details about the expense.

Managing these expenses as admin

When you export a CSV or PDF statement of your expenses, out-of-pocket expenses are identified as 'External' expenses. If connected to your accounting integration software, they are exported as draft bills.

Duplicate reimbursement requests security check

Reimbursements requested by the same team member for the same amount and payment date are automatically highlighted as potential duplicates.