How Can I Review a Reimbursement Request?

Reviewing a reimbursement request is an important step in ensuring that expenses are accurately documented and align with company policies before the funds are approved for payment. Whether you're an employee submitting a request or a manager responsible for approval, knowing how to properly review these requests is key to avoiding errors, delays, or potential rejections. In this article, we’ll walk you through the process of reviewing a reimbursement request, including the key details to check, common mistakes to avoid, and best practices for a smooth and efficient review process.

Step 1: Log in to your Bujeti Dashboard, navigate to the sidebar and click on  Requests.

Step 2:Click on Reimbursements.

Step 3: Select the reimbursement ticket you would like to review.

Step 4: After reviewing the details, you can choose one of the following actions:

• Approve and Pay: Approve the reimbursement and process the payment immediately.
• Approve Only: Approve the reimbursement without initiating payment.
• Approve and Schedule: Approve the reimbursement and set a future payment date.
• Decline: If the request is not justified, you can decline it.

And that’s all you need to do to review and respond to a reimbursement request on the platform. You can also see how long it takes for an approved reimbursement to get to the requester here.