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Out-of-Pocket Expenses

Guidance on handling reimbursements for personal expenditures.

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Out-of-pocket expense

Easily submit expenses you've paid for personally to get reimbursed.

How to submit an out-of-pocket expense

1. Create a new expense On the home screen, tap the โ€œAdd out-of-pocketโ€ button in the Out-of-pocket widget. Alternatively, tap the โ€œ+โ€ button in the top-right corner and select โ€œOut-of-pocketโ€. 2. Enter expense details

Fill in the required information about your purchase. This may include amount, category, date, payment method, and a short comment if needed. 3. Submit for approval

Once all details are added, swipe โ€œSubmit OOPโ€ to send the expense for approval.

4. View your submissions You can see your recent out-of-pocket expenses directly on the home screen.

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