Regional Availability: Australia, India, Singapore, United States
Permission Required: All Customers
Overview
Reimbursement Reports are available on mobile, enabling employees and approvers to manage the entire reimbursement process anytime, anywhere. With the Volopay mobile app for iOS and Android, users can seamlessly create, submit, track, and approve reimbursement reports directly from their smartphones, ensuring faster processing and greater flexibility on the go.
How Reimbursement Reports Work on Mobile
Option 1: Create Claims First, Then Create a Report
Navigate to Reimbursements in the mobile app.
Tap the "+" button and select Create a Claim.
Create either an Out-of-Pocket Claim or a Mileage Claim.
Enter expense details and upload supporting receipts.
Save the claim as a draft.
Draft claims remain unsubmitted until they are added to a reimbursement report.
Option 2: Create a Report First
Go to Reimbursements and tap the "+" button.
Select Create Report.
Enter the required report details.
Associate the report with the relevant department or project.
Add existing claims or create new claims directly within the report.
Submit the report for approval.
Approving Reports
Open the mobile app and navigate to Needs Your Action on the Home page.
Review submitted reimbursement reports.
Approve or reject reports directly from your mobile device.
If all claims within a report are rejected, the report is automatically rejected.
Once all approval stages are completed, the report becomes ready for reimbursement processing.
Note:
Available on both iOS and Android.
Supports both Out-of-Pocket Claims and Mileage Claims.
Enables approvers to review and approve reports on the go.
Allows multiple claims to be grouped under a single reimbursement report.
Provides end-to-end reimbursement management from the mobile app.