Cash Advances, Email Reminders, and Clearer Expense Tracking
This update brings cash advance requests and expense reporting into Reimburse.id, along with email reminders, more flexible approvals, and clearer information for your team.
Cash Advances, from Request to Settlement
Employees can now request funds before an activity, rather than paying first and asking for reimbursement later. Reimburse.id helps the team follow each cash advance through approval, disbursement records, expense reporting, and settlement.
- Submit a request with the activity details and estimated expenses.
- The assigned approvers review the request before the funds can be disbursed.
- The responsible team disburses the funds and records the payment with supporting proof.
- Employees report how the money was used and upload receipts for review.
- Return unused funds or receive an approved additional payment if actual expenses were higher. The team verifies and records the settlement.
Your admin needs to enable Cash Advance and allow new requests. Payments are made by your team; Reimburse.id records the process, rather than transferring money through a bank integration.
Email Reminders for Work That Needs Attention
Email reminders help the right people notice transactions that still need action, so the team does not have to rely only on manual follow-ups.
- Admins can enable reminders and choose when they are sent.
- Reminder timing follows the company's working calendar and settings.
- Recipients follow the transaction's current responsibilities and access permissions.
Reminders need to be enabled by your admin. Eligible recipients must also have email notifications enabled. A reminder does not automatically approve or pay a transaction.
More Flexible Approval Management
Admins can configure approval rules to fit the company's process and test saved rules with sample information before using them.
- Review how a request will be routed using the saved approval rules.
- Use approval delegation and reassignment when responsibilities change, according to the company's settings and access permissions.
Access remains controlled by the company. These tools do not give every user permission to change or approve another person's transactions.
A Clearer View of Company Spending
The dashboard helps the team understand where expenses are coming from, alongside the transactions that need attention.
- Review spending by category and employee position.
- Compare the last 30 days with the previous 30-day period.
- See reimbursement and cash advance information according to your role and access.
The dashboard is a spending overview, not an accounting ledger or an automatic budget limit.
Reports and Documents That Fit Your Process
The team can review reimbursement and cash advance records, export reports, and prepare printed documents using the available templates.
- Review cash advance usage and settlement records alongside reimbursement reporting.
- Use export and print templates to prepare documents for internal reviews.
- Keep payment records and supporting documents connected to the relevant transaction.
Company Settings and Activity History
Forms, company currency settings, and access controls help each team work within its own process. Recorded transaction history and login history also make it easier to review activity when needed.
- Adjust form fields to collect information your company needs.
- Choose the company's currency. A cash advance keeps the currency recorded when the request is submitted.
- Review recorded changes and login activity according to your access permissions.
Reimburse.id does not automatically convert exchange rates. The information and actions available to each user still follow their assigned role.