Modified on Mon, 21 Aug 2023 at 03:45 PM

Navigate to:

1. Video - Adding & Checking Expense Reimbursements

2. Navigate to the Reimbursement section in the app Incoming calls

2.1. Creating a new reimbursement request

2.2. Conveyance bill submission

2.3. Phone bill submission

2.4. Other bill submissions

3. Reimbursement status

4. Viewing reimbursements

5. FAQs

1. Video - Adding & Checking Expense Reimbursements

2. Navigating to the Reimbursement Section


The Expense Reimbursements page can be accessed from the ‘Profile’ section in the Sales app, and the ‘Reimbursements’ section in the Dashboard for Leads and Finance teams.

2.1. Creating a New Reimbursement Request

Reimbursement Types

  • Conveyance: Select this option for reimbursement for commute when meeting clients, channel partners, or any other third party working on behalf of the client.
  • Phone: Select this option when requesting reimbursement for the mobile phone bills.
  • Other: Use this option when requesting reimbursement for Staff Entertainment or other expenses (besides conveyance) incurred when working with the client.


2.2. Conveyance Bill Submission

Remarks: While not mandatory, it's extremely useful to mention details of the expense here for seamless approval.

Submit: This moves the reimbursement request to the next stage - team lead approval.

2.3. Phone Bill Submission

2.4. Other Bill Submissions

3. Reimbursement Status

Reimbursement workflow

Both, the team lead, and the finance team can:

  • Edit the amount in the submission and then approve (the agent will be able to see the changes made in the app).
  • Reject the reimbursement request and refer back to the agent.

A rejected bill can be resubmitted with updated details.

Furthermore, now the finance team can also put any bill 'On Hold' because of any missing information or discrepancies to avoid restarting the whole process again. The finance team can add their remarks which will be visible to all the involved team members.

4. Viewing Reimbursements

Click on the submitted reimbursement to check the reimbursement status & history.

You can tap on the 'Preview Bill' option to check the file of the bill that you uploaded during the submission.

5. FAQs

Refer to the attached document for frequently asked questions & other details related to reimbursements.


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