Connection Card Pro Help & Documentation

Submitted Reimbursement Requests

Our Reimbursement Requests feature allows your staff and volunteers to 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!

On this page you can view these reimbursements or credit card expense report requests and approve or decline any outstanding reimbursement requests. Having these expense reports linked to individuals in your database and to the appropriate credit card and expense accounts will record these transactions in the individual’s record and your ledger for you, making your job easier!

To View Submitted Reimbursement Requests

From the menu:
Accounting > Reimbursements

• Click on View to view all outstanding requests.
• Click View on an individual to approve, decline or modify the request.
• Click on View History to see all previous reimbursement requests that have been approved or denied, including the total amount submitted and approved.