Enable TRACK REIMBURSABLE in Profile Settings

  1. Log in to you Veryfi account: https://hub.veryfi.com/

  2. Navigate to Settings, Profile.

  3. Toggle On TRACK REIMBURSABLE option

reimbursable

Mark Expense Document as REIMBURSABLE

  1. Navigate to INBOX, Documents section

  2. Open Document details

  3. Toggle On REIMBURSABLE

Enable REIMBURSABLE Column in Documents list view for ease of navigation

  1. Navigate to INBOX, Documents section

  2. Tap on Columns Icon

  3. Tick REIMBURSABLE Column to see its Status

Submit REIMBURSABLE Documents for Approval

If you are a part of the team:

Please check these video instructions:

Text version on Expense Approval available here: http://faq.veryfi.com/en/articles/3443144-how-to-review-and-approve-business-expenses

If you act as an Individual:

Please check these video instructions on how to create Expense Report:

Related Articles:

Profile Settings http://faq.veryfi.com/en/articles/3742764-profile-settings-video-tutorial

Company Settings http://faq.veryfi.com/en/articles/3750460-veryfi-company-settings-video-tutorial

Customize your inbox http://faq.veryfi.com/en/articles/3155145-how-to-customize-your-inbox-documents-table-columns

Set up your team

(1) https://faq.veryfi.com/en/articles/3332204-how-to-setup-your-team-in-veryfi-video-instructions-1

(2) http://faq.veryfi.com/en/articles/4393344-workspace-for-teams-by-veryfi-video-instructions-2

Importing Bank Transactions: http://faq.veryfi.com/en/articles/3793616-how-to-import-your-bank-transactions-into-veryfi-video-tutorial

How to Reconcile using Veryfi Bank Feeds http://faq.veryfi.com/en/articles/1618424-how-to-reconcile-using-veryfi-bank-feeds

Have questions, feel free to contact support@veryfi.com

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