User Guide/Using Stackd/Time & Expense/Process a Reimbursement

Process a Reimbursement

Reimburse Users for Mileage

  1. Navigate to “Time & Expense” > “Mileage”
  1. Click “Filters” and select “No” for the “Reimbursed” field
  1. The list displays only mileage line items that require reimbursement
  1. Once reimbursement has been processed through an external payment system, mark the items as reimbursed using one of the following methods:
    1. Individually:
      1. Select the line item you want to mark as reimbursed
      2. From the right-hand slide-over panel, click “Mark as Reimbursed”
    2. In bulk:
      1. Select the checkbox for each line item that has been reimbursed
      2. Click the three-dot menu to the right of “Add Mileage” and select “Mark as reimbursed”
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The three-dot menu remains inactive until at least one line item is selected.