Connection Card Pro Help & Documentation

Reimbursement Requests

Our Reimbursement Requests feature is an Add-On that is included with Connection Card Pro’s Budgets Add-On feature, which also includes our Credit Card Expense Report 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 feature to your Connection Card Pro package, your employees and volunteers can also submit Reimbursement Requests and Credit Card Expense Reports through a preset form link, which you can link to your expense account for easy bookkeeping and accounting!

Reimbursement Request Settings and Form Link

From the menu:
Accounting > Financial Settings > Reimbursement & Credit Card Expense Settings

• Share your Reimbursement Form link to anyone needing to submit a reimbursement request. Click to copy the link to include in an email or other form of communication to them.
• Check to enable Reimbursement Requests if you will be using Connection Card Pro to process these requests.
• If enabled, select the fund you would like this reimbursement transaction to be linked to.
• Save Settings at the bottom.

Note:  Submitted Reimbursement Requests can be found at Accounting > Reimbursements where you can approve, deny or modify them.