Connection Card Pro Help & Documentation

Submitted Reimbursement Requests

Our Reimbursement Requests and Credit Card Expense Report features are Add-Ons that are included with Connection Card Pro’s Budgets Add-On feature!

To Add the Budget Add-On feature, click on your Profile Image in top right corner > Billing and under Additional Services select Budgets, Reimbursements, Expense Forms!

By adding the Budget add-on, individuals can submit reimbursement requests or credit card expense reports using Connection Card Pro. On this page you can view these reimbursements or credit card expense report requests and approve or decline any outstanding reimbursement requests. Having these reimbursement requests linked to individuals in your database and the appropriate expense account(s) records these transactions in the individual’s record and your ledger for you, making your job easier!

To View Submitted Reimbursement Requests

From the menu:
Accounting > Reimbursements

• Click on View to view all outstanding requests.
• Click View on an individual to approve, decline or modify the request.
• Click on View History to see all previous reimbursement requests that have been approved or denied, including the total amount submitted and approved.