All - Overview of the ''Expense Reimbursements'' module

The Expense reimbursements module is a key tool for managing and tracking your reimbursement requests, whether they concern expenses or travel. Thanks to its intuitive interface, it allows you to add, view, and track the status of your requests with ease. The dashboard centralizes all important information and offers various filters to facilitate the search and management of requests.

Expense reimbursements module interface

The module consists of several practical features and options to facilitate request management.
 You will find three main buttons: 

• Add button : This button allows you to add a new expense reimbursement request for expenses and travel. 
• Refresh button : This button updates the displayed information. 
• Reset filters button : This feature allows you to reset all applied filters to restart a search from scratch. 

Available filters to facilitate search :

To simplify the search for your requests, several filters are available: 

• Establishment : This filter allows you to search requests by establishment, thus facilitating request management for different organizations. 
• Creation date : Use this filter to search for requests based on their submission date, which helps track the progress of requests over time. 
• Expense reimbursement status : This filter helps you find requests based on their status, whether they are pending validation, approved, or paid. 

Managers, validators, payroll service personnel, and administrators can also filter requests by Employee name when accessing the Employee Expense Reimbursements tab. 

Information visible in the dashboard :

The dashboard displays several essential pieces of information to track your requests: 

• Employee name (visible pour les gestionnaires, validateurs, personnes au service de la paie et administrateurs);
• Establishment name;
• Date of the first and last expense;
• Request submission date;
• Number of expenses;
• Total of expenses;
• The request status.

Request statuses

Reimbursement requests can have several statuses, each representing a different stage in the process: 

: The request is being created and has not yet been submitted for validation. 

: The request has been submitted by the employee and is awaiting validation or additional information from the validator. 

 : The request has been validated and is awaiting final approval. 

: The approver has accepted the request, and the reimbursement is in progress.

 : The approver has refused the request. 

: The data has been recorded in the payroll system, and the reimbursement has been processed according to the provided information.

Icons and available actions

The dashboard includes several icons that facilitate the management of reimbursement requests: 

• : Allows modifying the request details.
• : Accesses request details only, without modification possibility.
• : Displays request details in read-only mode.
• : Allows leaving a comment visible to authorized personnel and consulting the comment history.
  
• : Allows deleting the request.
• : Available only when the request is in Draft status, allowing it to be submitted and moved to Pending status.