Rho users with expense approval permissions can review reimbursement requests and approve or reject them, similarly to other expenses flowing from a Rho Card.
Approving reimbursement requests
All reimbursements that aren't auto-approved once they meet the documentation rules require an approver to manually review and approve or reject the transaction.
To view reimbursements that require approval, click on Reimbursements from the navigation bar, then use the Status filter to narrow down which transactions you'd like to view, like Awaiting Approval and Awaiting Payment Approval.
To approve a reimbursement request, you can click on the transaction, which will open the transaction details on the right side of the dashboard. Here, you can review all attributes of the transaction and click Approve or Reject at the bottom.
You can also click Approve next to individual items from the table view directly, or select multiple items by checking the boxes on the left, then bulk approve by clicking the Approve button above the table.
Disbursing reimbursement requests
To pay reimbursement requests (send funds to employees via ACH), users with payment permissions can navigate to the Reimbursement tab, and either click on Pay next to individual items in the table, or select multiple items by checking the boxes on the left, and perform a bulk payout by clicking the Pay button above the table.
From there, you'll see all pending disbursements per user. By clicking Pay Total, you can pay them all out in one payment per user.
You then confirm which account the payment should come from and click Continue.
Payouts submitted before 3 p.m. ET should arrive in your employees' accounts the same day. If submitted after 3 p.m. ET, funds will arrive the next business day.
You can also manually flag a payment as being paid outside of the Rho platform (ex., Via Payroll). Click the 3-dot icon to see Mark as Paid. Reimbursements marked as paid will no longer show up in the disbursement queue.
Reimbursement transactions that are paid out will show a Pending Payment status in the original transaction drawer, followed by Paid.