My Portal — Reimbursements Overview

Use the Reimbursements tab in the Employee Portal to create, edit, submit, print, and delete requests for reimbursement.

Reimbursements can only be created against approved purchase orders.

Upload receipts to document reimbursement request so the reviewer can evaluate the request.

Reimbursement setup

In Admin >

• Global Settings - Apps Settings Tab: set Access Reimbursement Forms to True and click the save button.  This will make the Reimbursement Tab visible in My Portal.

Reimbursement types

• Travel form: For out of town travel items — such as mileage, hotel/lodging, meals, tips/gratuities, transportation — including flights, vehicle rentals, taxi/shuttle, parking/tolls, gas, and other.

• Within city mileage form: For business travel within the city.

• Claim form: To reimburse the pre-approved purchase of items.

Reimbursement statuses & filters

• Unsubmitted: The user is still working on this reimbursement and hasn't submitted it to the approval queue.

• Under review: Has been submitted to the approval queue.

• Rejected: Requisitions that have been rejected by an approver.

• Authorized: Has been approved for payment, but hasn't yet been paid.

• Deleted: Requisitions that have been deleted, but that are available for reinstatement.

Reimbursement list filters

• Active: Includes requisitions with unsubmitted, under review, authorized, and rejected statuses.

• Rejected: Requisitions that have been rejected by an approver.

• Awaiting Payment: Requisitions with the authorized status.

• Recently Processed: Requisitions that have been paid by the accounts payable department.

• Deleted: Requisitions that have been deleted, but that are available for reinstatement.

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