Video library
Payroll4:31
Reimbursements
Capture reimbursement amount, description, receipt, and review status from the mobile app.
Operational question
How should reimbursement requests move from mobile submission to admin review?
Before Teambridge
Workers send reimbursement details through separate channels and admins reconcile receipts manually.
After setup
The request captures amount, description, receipt, status, and approver in a structured workflow.
Setup you should understand
- A reimbursement request object or fields
- Receipt attachment support
- A mobile form
- A review and approval workspace
What to watch for
- Capture the reason and proof
- Separate submitted from approved status
- Link the request to the worker and shift where possible
- Approved amounts should be ready for payroll or billing review
Video takeaways
The main ideas to retain after watching
- Submit from mobile
- Attach receipt details
- Review as admin
- Route approved amounts
Related concepts
Mobile appSchemasWorkflowsPayroll