Every turns on budgets company by company. If you don’t see them, email support@every.io to ask about them.
Before you begin
Your company must connect its accounting software and set its reimbursement and bank account defaults. If the form won’t open, ask your Company Admin to check that setup. This guide covers your own corporate expenses.Start the request
1
Open the form
On My transactions, select New reimbursement.
2
Choose yourself
In Select employee, select your name.
3
Choose the account
If the form shows Select bank account, select or add the bank account for your reimbursement.
4
Choose the reimbursement type
If Reimbursement Type appears, select Corporate.
5
Continue to the expenses
Select Next.
Add the expenses
1
Set the number of expenses
On Details, set Number of items to the number of expenses you’re submitting.
2
Upload each receipt
For each item, add a PDF, JPEG or PNG under Upload receipt. You can use a receipt or invoice. Without one, upload an image of your credit card statement with the transaction highlighted.
3
Complete each expense
In Vendor and the amount field, enter or correct each item’s vendor and amount. Every fills empty fields from the receipt when it finds those details.
4
Describe each purchase
In the purchase memo, enter what you paid for.
5
Choose each category
In The category of this purchase is, choose the category for each item.
6
Choose each department
In The department of this purchase is, choose the department for each item.
7
Choose a spending budget
Optional: If The spending budget for this purchase is appears, choose a budget for the item.
8
Choose the approvers
In Approver or Select approver, choose who approves the request. If 1st Approver and 2nd Approver appear, complete both fields.
Review and submit
1
Check the item summary
Review Items summary and the total amount to be reimbursed.
2
Continue to review
Select Next.
3
Review the request
On Review Reimbursements, review the total and each expense.
4
Submit
Select Submit. A successful request shows “Reimbursement has been submitted!”
What happens next
With the Employee role alone, submitting sends your request for approval rather than paying it. To follow the request, go to My profile → Expenses and find it under Reimbursements. Each row shows the vendor, date, description, status and amount. These labels track approval. Approved does not confirm that the money has reached your account.Delete a pending request
You can delete a reimbursement request while it is pending approval.1
Find the request
Go to My profile → Expenses and find the request under Reimbursements.
2
Choose to delete
In the request’s three-dot menu, select Delete reimbursement.
3
Confirm deletion
In Delete reimbursement, select Confirm.