How to Submit Reimbursable Expenses
Reimbursable Expenses are business expenses that an employee has paid for personally and therefore needs be repaid for by their company.
Employees can submit expenses for reimbursement in Abacus. In order to receive reimbursement payments through Abacus, you'll need to connect your personal bank account.
You can submit reimbursable expenses:
If the expense you would like to submit was charged to a corporate card connected to you Abacus account, submit the transaction instead.
Submit a Reimbursable Expense on the Website
To submit an expense on the web:
1. Start from your Personal Dashboard or navigate to the Reimbursable Expenses page by clicking Reimbursable Expenses in your Personal sidebar.
2. Click New Reimbursable Expense.
3. Fill in the required fields in order to add context to your expense. Amount and Merchant are always required.
4. Follow these instructions to itemize the expense, add flight details or attendees, or indicate that it is billable.
5. To attach a receipt, click upload select an image from your computer or click Browse Receipts to select a receipt that you've already uploaded. (Follow these instructions to include multiple receipts.)
6. Click Send 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 Reimbursable Expenses in the iOS App
To submit a Reimbursable Expense using the iPhone app:
Note: Submitted expenses are not visible on the Abacus mobile app until the user has at least one approved expense.
1. Click the pencil button.
2. Fill in the total amount of the expense. Click in the Merchant field to add in the location of the expense. Click to add any additional fields.
3. Click the camera icon to add a receipt to your expense. You will be given three options:
- Receipts: Choose a receipt that you have already uploaded to Abacus
- Choose from Library: Choose from your phone's photo library
- Take a Photo: Snap a picture as you're submitting the expense
4. Click 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
To submit a Reimbursable Expense using the Android app:
1. Click the add + button.
2. Click New Expense.
3. Fill in the total amount of the expense. Click in the Merchant field to add the location of the expense.
4. Click Add Detail to capture additional information about your expense, including category and any custom expense fields your company tracks.
5. Click the camera icon to add a receipt to your expense. You will be given three options:
- Receipts: Choose a receipt that you have already uploaded to Abacus
- Choose from Library: Choose from your phone's photo library
- Take a Photo: Snap a picture as you're submitting the expense
6. Click Send.
Your manager and/or an administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer.