You can make a request reimbursement up to cash advance through the Expense mobile by following these steps.

A. Request Reimbursement

1. Next, if you want to submit a reimbursement request, go back to the main menu and select the Reimbursement tab.
   
2. Then fill in the Claim category, Transaction date, Vendor, Amount, Attachment, and Description in the following fields
   

3. If the selected Claim category has a Subcategory, the following display will appear. Click “Add item” to continue.
   
    

   If the selected Claim category has a Subcategory, you can categorize the reimbursement in more detail for each Item added based on Vendor, Attachment, Description, and Amount. 

    

4.  Then you will be directed to fill in the data for the Item you want to add. Specify Subcategory, Vendor, Amount, Attachment, and Description (optional). Make sure all data is correct, then click “Save changes” to save it.
   

5. Then, the list of Items added will appear on the next page. Here there is a Total reimbursement amount which indicates the total weekly limit for the transaction. Please always pay attention to the available limit.
   

   To edit the Amount again on the added Item, click the “pencil icon”.
   
   
    

    

6. If all data has been filled, click “Submit”.
   

7. Then the Reimbursement transaction status will change to Awaiting approval.
   
    

   - While the reimbursement status is not yet approved, you can still edit the transaction by clicking on one of the reimbursement transactions.
   
   - Then you will be directed back to the Edit reimbursement page. On that page, you can no longer edit the Claim category and Transaction date sections. In this case, you can only edit the Item section. Click the pencil icon to edit the reimbursement transaction.
   
   - The Item section that can be edited includes only Attachment and Description.
   

    

B. Request Cash Advance

1. If you want to submit a Cash advance request, go back to the main menu and select the Cash advance tab.
   

2. Then fill in the Claim category, Transaction date, Vendor, Amount, Attachment, and Description in the following fields
   
    

   You cannot submit a Cash advance request with an amount below Rp 10,000.

3. If the selected Claim category has a Subcategory, the following display will appear. Click “Add item” to continue.
   
    

   If the selected Claim category has a Subcategory, you can categorize the reimbursement in more detail for each Item added based on Vendor, Attachment, Description, and Amount.

4.  Then you will be directed to fill in the data for the Item you want to add. Specify Subcategory, Vendor, Amount, Attachment, and Description (optional). Make sure all data is correct, then click “Save changes” to save it.
   

5. Then, the list of Items added will appear on the next page. Here there is a Total cash advance amount which indicates the total weekly limit for the transaction. Please always pay attention to the available limit.
   

   To edit the Amount again on the added Item, click the “pencil icon”.
   
    

6. If all data has been filled, click “Submit”.
   

7. Then the Reimbursement transaction status will change to Awaiting approval.
   
    

   - While the reimbursement status is not yet approved, you can still edit the transaction by clicking on one of the reimbursement transactions.
   
   - Then you will be directed back to the Edit cash advance page. On that page, you can no longer edit the Claim category and Transaction date. In this case, you can only edit the Item section. Click the pencil icon to edit the reimbursement transaction.
   
   - The Item section that can be edited includes only Attachment and Description.
   

8. Then click “Submit”
   
9. Then the transaction status will change to Awaiting approval.

C. Submit Settlement Report Cash Advance

1. After being approved by Admin/Super Admin, the Cash advance status will change to Awaiting settlement.
   

2. Next, click the data with the Awaiting settlement status and you will be directed to the following page. Then click “Submit settlement report”. 
   
    

   - If the Settlement report submitted does not have a Subcategory, then after you click “Submit settlement report” the following display will appear and you can directly fill in the Receipt amount, Vendor, Browse file Receipt, and Description.
   
   - Check Cash advance is not used if the Cash advance was not used.
   

3. Then you will be directed to the following page. You can click “Add item” if you want to add an Item. In this case, the maximum number of Items is 20. Next, click “Settle item” to complete the report on the Item.
   

   Here there is a Total variance. If the total Amount spent does not exceed the approved Cash advance amount, you will perform a cash advance refund to the company according to the Variance, which is the difference between the approved Cash advance and the total amount spent.

   

4. Fill in the Vendor, Amount, Description, and upload the Attachment. Then click “Save”.
   

   - In this case, you cannot edit the Subcategory that was previously determined.
   - If the Cash advance was not used, check the toggle ‘Cash advance is not used’.

5. If all data has been filled, click “Submit”.
   

6. Then the Cash advance status will change to Awaiting review.

That is how to make a request for reimbursement and cash advance via mobile. Also learn about the website version here.