With Altee, you can easily submit a reimbursement request that will be sent directly to a manager for processing. You can also track the status of your requests to see if they are pending, accepted, rejected, or already reimbursed.
Additionally, you will have a comprehensive view of all your requests, whether they are past, current, or upcoming. With automation, no manual calculations are necessary, and creating a reimbursement request will only take a few minutes
Steps to Follow:
Go to the Reimbursements module.
For a Non-Mileage Reimbursement:
Click on Add a Request. Fill in the required fields with the necessary information, and then click on Save.
For a Mileage Reimbursement:
Click on Mileage Reimbursement, choose between Automatic Route or Manual Entry. In Automatic Route, the number of kilometers traveled will be automatically calculated after adding a route. In Manual Entry, you must enter the number of kilometers traveled manually. In both cases, fill in the fields with the necessary information and click on Save.Notes:
Notes:
To add reimbursement requests, you must first configure reimbursement categories and applicable taxes in the Settings module under Company.
You can only delete requests that are Pending, Rejected, or Reimbursed. Requests that are Accepted cannot be deleted because their reimbursement process is already underway.
If the reimbursement requests you just added do not appear in the list, check if the date is included in the date range of the filter. If not, select a date range that includes it and click Apply.
In mileage reimbursement, the Total per Year represents the total distance traveled during the year.
You can only use the unit of measurement in miles if the cities or countries selected in the route use this unit of measurement.
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