Reimburse employees for out-of-pocket transactions

Super Admins can now easily reimburse employees who have used their own money for expenses directly in Soldo.

1. Navigate to Expenses on the left-side menu. See our guide for setting up Expense review here.

2. Go to Expense reports.

Once an out-of-pocket expense has been reviewed in Expense review, you can view and manage your expense reports here.

3. Using the search bar or filter options, find the expense report(s) you want to reimburse and click Reimburse now. To reimburse multiple expenses at once, select the transactions and click Make a payment.

4. Follow the ‘How to add a payee’ steps to add payment details for users if needed. If the users are existing payees, the payee details and payment amount will be pre-filled with the approved reimbursement amount.

5. Select the wallet, and input or edit the payment reference.

6. Review and confirm reimbursement(s).