Submit an out-of-pocket expense

Paid for something yourself? Submit it as a reimbursable expense. Your company groups expenses into a batch, approves the batch and pays you back.

On the web

1. Go to Expenses > Reimbursements and click New Expense.
2. Fill in Merchant / Vendor, Amount and Date. These are required.
3. Pick a Category and add a Description saying what it was for.
4. Fill in any coding fields your company uses.
5. Attach a photo or PDF of the receipt under Receipt.
6. Click Submit Expense.

If the expense saves but the receipt doesn't upload, Summit says so. Click Retry upload to try the receipt again.

On your phone

In the Summit Spend app, choose Add Cash Expense, fill it in, and turn on Submit for reimbursement.

Track it

Reimbursements shows your expenses:

• My Expenses lists everything you've submitted.
• My Unbatched counts expenses that haven't been added to a batch yet.
• Once your expense is in a batch, the batch moves through approval and payment. See Batch, approve and pay reimbursements.

If a batch with your expense is rejected, the reason is shown on the batch.