How To Make Reimbursement Requests (Employees)

Role: ✔ Admin, ✔ Budget Owner, ✔ Employee

Before making Reimbursement requests, please ensure 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.

 Mobile App

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

1. On your homepage, click on the icon.

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)

3. Once you have finished uploading or taking a picture of your receipt, click 'Done'.

4. 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 'Confirm'.

To check the status of your request:

6. On your homepage, click on ‘Menu’.  

7. Select 'Requests'.

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

Spenmo Dashboard

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

1. On your homepage, select  'Reimbursement’.  

2. You will be taken to the Reimbursement 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 Reimbursement 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 the 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 that here. 

Please reach out to support@spenmo.com for any additional assistance required.