This article outlines step by step requesting a Reimbursement Payment for Drafter inside Jack Portal and Jack App.
Table of Contents
Request a Reimbursement in Jack Portal
Anyone who is assigned as a Drafter can request Reimbursement to your company, through approval workflows by Approver and Releaser. Drafter, Approver, and Releaser have been appointed since the beginning using the approval workflow (read here).
There are 14 steps to request a Reimbursement in Jack Portal:
Click Create located at the top right of the screen and choose Reimbursement.
Fill the name of your Reimbursement request and click Continue.
Upload your receipts by clicking the document icon inside the box with a dashed outline. You can upload up to 10 receipts at once. Please ensure the receipt size is lower than 10 MB and has PNG, JPG, or PDF format. Ensure the photo of your receipt is captured correctly by following the guideline here. Otherwise, you can also fill the receipt manually by clicking Continue without receipt.
After uploading all receipts, click Continue.
Jack's Optical Character Recognition (OCR) will read your uploaded receipts one-by-one. It will take a while to read more than one receipt.
Review and complete all uploaded receipt details. There will be two (2) status shown: Missing Details and Ready to Submit. For a receipt that has Missing Details status, you can edit the receipt until all fields are filled correctly. For a Ready to Submit receipt, you can review the receipt details once again to ensure the data populated is correct.
To see or edit receipt details, select the receipt you wish to see or edit or click three dots , there are 2 options available:
Edit: to edit expense details
Delete: to remove this expense from the list
While OCR will automatically populate some fields, it is advisable to double-check the information, fill the missing part, and provide any other required details, such as description and supporting document(s), based on your company's policy.
After reviewing all receipt details and filling the missing part, all invoice status will change to Ready to submit. Continue button will turn to green, click this button to continue.
If you haven't done so already, provide your bank account details for receiving the reimbursement which consist of Bank Name and Account Number, then click Validate. If you have already had a bank account, select the bank account where the funds will be sent to, then click Continue to proceed.
For the case of inputting a new bank account, if the bank account information is correct, click Continue.
A confirmation page will appear regarding your Reimbursement request. You cannot edit or make any further changes once it’s submitted. Check it again for the last time, then click Submit Request.
Congrats! Your request has been submitted and will be sent to the Approvers to review the requests. Read more about how to review and approve or reject Reimbursement requests here.
Monitor your transaction status in Jack Portal by clicking on the Transactions menu. The status will remain Pending Approval until it’s approved and released by Approver and Releaser.
Request a Reimbursement in Jack App
Open the Jack App, in the Home menu, click Create Reimbursements button.
There will be multiple options available to upload your receipts:
Take a photo: Capture a photo of your receipt using your phone's camera.
Directly select photos: Quickly choose from your most recent photos.
Choose from gallery: Select photos from your phone's gallery.
Upload file: Pick documents or photos from your phone's storage.
Continue without receipt: Create a reimbursement without a receipt, allowing you to save it as a draft. Please note that an expense must have a receipt to be submitted.
Choose the method you want to upload your receipts.
Review the selected receipts. If you want to upload the new ones, click the Add receipt button. Otherwise, click Upload Receipt.
Fill the name of your Reimbursement, then click Save Changes.
Jack's Optical Character Recognition (OCR) will read your uploaded receipts one-by-one. It will take a while to read more than one receipt.
Review and complete all uploaded receipt details. There will be two (2) status shown: Missing Details and Ready to Submit. For a receipt that has Missing Details status, you can edit the receipt until all fields are filled correctly. For a Ready to Submit receipt, you can review the receipt details once again to ensure the data populated is correct. Select the receipt you wish to see or edit
While OCR will automatically populate some fields, it is advisable to double-check the information, fill the missing part, and provide any other required details, such as description and supporting document(s), based on your company's policy.
After reviewing all receipt details and filling the missing part, all invoice status will change to Ready to submit. Continue button will turn to green, click this button to continue.
If you haven't done so already, provide your bank account details for receiving the Reimbursement by clicking the Add Bank Account button.
Input your Bank Name and Account Number, then click Validate.
If you have already had a bank account or if the bank account information you’ve provided is correct, select the bank account where the funds will be sent to, then click Continue to proceed.
A confirmation page will appear regarding your Reimbursement request. You cannot edit or make any further changes once it’s submitted. Check it again for the last time, then click Submit Request.
Congrats! Your request has been submitted and will be sent to the Approvers to review the requests. Read more about how to review and approve or reject Reimbursement requests here.
Monitor your transaction status in Jack App by clicking on the Transactions menu. The status will remain Pending Approval until it’s approved and released by Approver and Releaser.
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