How To Create And Submit Reimbursement

Users sometimes use their personal cards or cash for business-related expenses. To create and submit reimbursement, follow the steps below:

Admin

1. Log in to https://creditcards.bankofutah.com.

2. On the left-hand side of the screen, choose "Reimbursement".

   
    

3. Click the "Create Reimbursement" button.

   

4. Enter the "Reimbursement Name" and click the "Create" button.

   

5. A confirmation message will show that a reimbursement has been created. You may opt to add a comment for the said reimbursement.

   

6. Go back to the Reimbursement tab to see the newly created reimbursement.

   

7.  Click the newly created reimbursement. On the right-hand side, the reimbursement details will show. Click the "Open as Page" option.

   

8. Click the "Add Item" button.

   

9. Under the "Expense" tab, enter the details and upload the receipt/s. For mileage reimbursements, choose the "Mileage" tab. Once done, click the "Add" button. 

   

   

10. After verifying that all details are accurate, click the "Submit" button located in the top-right corner of the screen. A confirmation message will appear at the bottom of the page indicating that the reimbursement has been successfully submitted.

    

     

    Users

    1. Log in to https://app.creditcards.bankofutah.com.

    2. On the left-hand side of the screen, choose "Reimbursement".

    

    3. Click the "Create Reimbursement" button.

    

    4. Enter the Reimbursement name and click the "create" button.

    

    5. Click the "Add Item" button since we need to add details to the reimbursement.

    

    6. Under the "Expense" tab, enter the details and upload the receipt/s. For mileage reimbursements, choose the "Mileage" tab. Once done, click the "Add" button. 

    

    

    7. After verifying that all details are accurate, click the Submit button located in the top-right corner of the screen. A confirmation message will appear at the bottom of the page indicating that the reimbursement has been successfully submitted.