Reimbursement Approval

Reimbursement Approval

Overview

As an approver (Admin, Finance Manager, or Budget Owner), you can review and approve reimbursement requests directly from your Action Center or the Reimbursements tab. Once approved, the payment must be manually processed.


Option 1: Approve from the Action Center

  1. Log in to SiFi 🔑

    • Open your dashboard.

  2. Go to Action Center

    • Pending reimbursement requests will appear under My Actions.

  3. Select Request

    • Click on the reimbursement request you want to review.

  4. Approve or Reject

    • Click Approve and choose whether to approve the full amount or a partial amount.

    • If rejecting, you must provide a reason.


Option 2: Approve from the Reimbursements Tab

  1. Click Reimbursements 💼

    • From the main menu, open Reimbursements.

  2. Go to Pending Approval

    • Find all requests waiting for your action.

  3. Select Request

    • Click on the reimbursement you want to approve.

  4. Approve or Reject

    • Click Approve (full or partial) or Reject with reason.


Partial Approval in Multi-Level Workflows

  • First Approver:

    • Can approve the full requested amount or a lower amount (partial approval).

  • Second-Level Approver:

    • Can only approve the same amount as the first approver, or a lower amount.

    • They cannot increase the reimbursement beyond what the first approver approved.


⚠️ This ensures that reimbursement amounts are never increased as they move up the approval chain, maintaining tighter financial control.


Payment Processing 💸

  • After the final approval, the request moves to the Approved tab.

  • Admins or Finance Managers must then manually process the payment by clicking Pay.

  • Once paid, the amount is transferred to the employee, and a receipt is logged in the system.


Key Notes

  • ✅ Approvals can be done from either the Action Center or the Reimbursements tab.

  • ⚠️ Approval alone does not release payment — a manual Pay action is required.

  • 📜 Payment records and status updates are stored in the reimbursement history.



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