Reimbursements

Reimbursements handles money your people spend on the firm's behalf — a filing fee, travel to a client, a stamp duty payment. A claim is submitted, approved, paid, and where it was incurred for a client, billed on.

Before you start

• The module must be enabled for your firm.
• At least one category — travel, government fees, and so on. Set these up on the Categories tab first; a claim has to be filed under one.

Submit a claim

1. Open Reimbursements from the left menu.
2. Click Submit Reimbursement.
3. Pick the category and enter the amount and the date the money was spent.
4. Say whether it is billable — incurred for a client and to be recovered — or non-billable, a cost the firm carries. Billable claims need the client selected.
5. Write a short description. "Cab to client meeting at Andheri" is what stops the approver having to come and ask you.
6. Attach the bills under Proof Documents: click Upload proof document, or drag the files straight onto that box. You can add several — a cab receipt and a train ticket from the same trip go on the same claim. Pick more than one file at once, or add them one at a time. Images and PDFs only, up to 10 MB each, up to 10 documents.
7. Check what you attached. Each file shows its name, its type and size, and a small preview once it has finished uploading. Attached the wrong bill? Click Replace beside it to swap in the right one, or the × to remove it — nothing is saved until you submit.
8. Submit. It is now pending.

Some categories require a bill and refuse the claim without one. Those show Receipt required for this category above the upload box.

Check a claim before approving it

Click Review on any claim and a panel opens with everything the decision rests on: who claimed it, the client, the amount, the date the money was spent, the date it was submitted, the description, and every bill attached.

1. Click a document to open it full size, or the download arrow to save a copy.
2. Check the bill actually matches the amount and the date on the claim.
3. Approve or reject from the buttons at the bottom of the panel.

A claim submitted with no bill says so plainly in that panel, so nobody approves one by accident.

Approve a claim

Approval runs in two steps, and they are done by different people:

1. Manager approved — the claimant's manager, or a firm administrator, confirms the expense was real and reasonable.
2. Approved — a firm administrator, or the employee's reporting partner, approves it for payment.

A rejected claim goes back to the employee with the reason, and only they can correct and resubmit it.

Fix a rejected claim

Open the rejected claim and click Reapply. The reason it came back is shown at the top. Correct the amount, the date or the description, and attach the bills again — whatever you upload here replaces what was on the claim before, so upload every document you want the approver to see, not just the missing one. Resubmitting puts it back to pending.

Mark it paid

Once the money has actually gone out, mark the claim paid. Only approved claims can be marked paid, so the record never shows money paid on something nobody approved.

Bill it to the client

An approved billable claim joins the client's billing queue and goes onto their next invoice. The Balance (Approved) counter at the top is what is approved and not yet paid.

What the system does on its own

• Keeps the bills with the claim. Documents stay on the record after approval and after payment, so a claim can still be checked later.
• Chases unbilled costs. Once a week, approved billable claims sitting unbilled for more than a few days are flagged to that client's relationship manager — or the firm owner if none is set.
• Adds billable claims to the billing queue, so recovering a cost is not a separate memory exercise.
• Keeps the totals live at the top of the screen: pending, approved, paid, and the outstanding balance.

What you cannot do (and what to do instead)

• You cannot approve your own claim. It goes to your manager or a firm administrator.
• You cannot skip the manager step. A claim must be manager approved before final approval.
• You cannot mark an unapproved claim paid. Approve it first.
• You cannot reject a claim that has been paid. The money has gone — handle it outside the system.
• Only the employee can resubmit their own rejected claim. A manager cannot fix it for them.
• You cannot submit a claim in a receipt-required category with no bill attached. Attach one, or file it under a category that does not require one.
• You cannot attach anything but an image or a PDF, up to 10 MB each, and no more than 10 per claim.

Common questions

Billable or non-billable?

Billable if the client is being asked to repay it. Non-billable is a cost the firm absorbs. Billable claims need the client named so they can reach the invoice.

Can I attach more than one bill?

Yes. Up to 10 per claim. One trip that produced a cab receipt and a hotel invoice is one claim with two documents, not two claims.

My claim was rejected. Now what?

Read the reason, correct it, and resubmit. Only you can — it is your claim.

Why is a receipt required on some categories and not others?

Because your firm set it that way on the category. Change it on the Categories tab.