Connection Card Pro Help & Documentation

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!

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.
• Staff and anyone submitting a Reimbursement form will need to log in with their Connection Card Pro account login to access.
• 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.