Connection Card Pro Help & Documentation

Last Updated: Aug 2, 2023 3:47 PM

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

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

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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