You’ve asked and we’ve listened! We are happy to announce the first set of improvements to our Reimbursement module.

Link from the request back to the banking transaction with a click.

From the banking side, you can click on the hand icon and return to the reimbursement, making it easier to audit reimbursement transactions and reference back and forth.

Need your requestor to make some changes before approvals can happen?

We have provided the unique link to communicate back with your requestor using your group’s email. This way, you can communicate the changes you need that are specific to the request. Just click Copy Link and paste it into your email. Please be aware that this is the unique link for this request and should only be shared with the original requester. Editing can only happen before approvals begin.

New audit trail for reimbursement workflow changes.

Within the Reimbursement workflow, you can now click the Activity button to view the changes that have been made.

Duplicate an existing workflow.

We’ve added the ability to duplicate an existing workflow. Click the Actions button next to the workflow and then Duplicate Workflow.