Reimbursements are available in our Plus, Premium, and Pro plans.
This article walks you through how to submit a reimbursement claim using the Cledara mobile app.
From uploading your receipt to reviewing pre-filled details and tracking your claim, you'll learn how to complete the process:
- Open your Cledara mobile app, and click on Reimbursements.
- Press the New reimbursement button
and either snap a picture or select a photo or file with your receipt.
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Cledara will read the receipt and pre-fill fields like Supplier, Expense date, Currency, Net amount, Tax, and Total:
- Review the pre-fills, and complete all applicable fields. You can add a comment to your claim to facilitate the approval process.
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If your company allows it, you may see Accounting details, such as Account class and for you to fill in. Follow your company guideline to complete the fields:
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Click Submit. Your claim appears in the Reimbursements tab, where you can track the claim status, filter claims by status, and view their details anytime:
- If this is your first claim, you will have to add your bank details where your finance team can pay you. See more on managing your bank account details here.
You can also submit reimbursement claims through the Cledara web platform. Click here to learn more.