How To Make Reimbursement Requests

Role: ✔ Admin, ✔ Budget Owner, ✔ Employee

Before making Reimbursement requests, please ensure that you have linked your bank account to your Spenmo account. You can do so via the Spenmo dashboard. Please find a guide on how to do so here.

Once your bank account is linked, follow the steps below to start making Reimbursement requests.

1. Mobile App

To make Reimbursement requests via the Spenmo app, please follow these steps:

1. On your homepage, select the 'Claim Reimbursement' button.

2. You will be taken to the Camera screen. This is to ensure that you have a picture attached as proof for your Reimbursement request.

There are two ways to upload proof:

• Camera (to take a picture of the receipt)
• Photos (to upload a picture of the receipt)

To use the Camera, click the button to take a picture of the receipt. 

To upload a picture of the receipt, click the button. 

To upload more pictures, click the 'Add photo' button. 

3. You will be taken to the ‘Add Cash Reimbursement’ screen. Fill in your details in the respective fields.

5. You can add a message (optional). Please ensure that a picture of the receipt is attached to your reimbursement request.

Once all the necessary fields are filled in, click 'Submit'.

To check the status of your request:

6. Click the  icon.

7. Select 'Requests and Approvals'.

8. You can view the status of your submitted requests under the 'Sent' tab.

2. Spenmo Dashboard

To make Reimbursement requests through your dashboard, please follow these steps:

1. On your homepage, select 'Reimbursements'.

2. You will be taken to the Reimbursements landing page. Click ‘Add Reimbursement’.

3. Fill in your reimbursement details in the respective fields.

You can also add a message (optional). Please ensure that a picture of the receipt is attached to your reimbursement request.

Once all the necessary fields are filled in, click 'Submit'.

To check the status of your request:

4. On your homepage, select ‘Reimbursements’.

5. You will be taken to the Reimbursements landing page. Click on the ‘My Requests’ tab. 

Under the tab, you can view the status of your submitted requests.

6. To make changes to your 'Pending' requests, select your request and click the icon. You can then make necessary changes to your request.

After editing your request, click 'Submit'.

Note: only Pending requests can be edited.  




7. To delete your Pending request, select your request and click the ‘Delete Request’ button. Your request will then be removed from the ‘My Requests’ tab.

Note:

Reimbursement requests sent by the employees within your team/organisation can only be approved by users who have Admin access or Team Manager clearance. If you are an Admin or Team Manager, please refer to the steps on how to do so here. 

Please fill in this form for any additional assistance required.