Reimbursements: check fees your people and volunteers paid
Add a claim with its receipt, approve or reject it, then mark it paid. Staff can also claim from their own link.
1 min readLast updated
Applies to: People & Volunteers · Admin · Schools, Builders and head contractors, Other businesses
This one isn't for charities and foundations: it's here so you can see how it works elsewhere.
On this page
Reimbursements tracks check and ticket fees your volunteers and people paid themselves, from receipt to payment. Only admins see it.
How to add a claim
- Step 1: Open Reimbursements and go to Add a claim.
- Step 2: Choose Who paid (volunteers and staff are listed separately).
- Step 3: Enter the Check or ticket (pick a suggestion or type your own), the Amount ($) and the Receipt date.
- Step 4: Choose the Receipt (PDF, PNG or JPG) and select Add claim.
Staff can send their own from their qualifications link with Claim back a fee. Volunteers give you their receipt and you add it here; they don't have a claim form of their own.
How to approve and pay
- Step 1: Filter by status, or look at the totals: Waiting, Approved, to pay and Paid.
- Step 2: On a claim Waiting for approval, select Open receipt, then Approve, or write a Reason (if rejecting) and select Reject.
- Step 3: When you've paid it, enter Paid on and the Payment reference, and select Mark paid.
CSV downloads every claim for your finance team.
Limits
- One receipt per claim: PDF, PNG or JPG, up to 10 MB.
- Amounts up to $2,000 per claim.