When approvers approve an expense claim request, it appears under the Expense Claims > Review tab. From this tab, Controllers can easily validate or reject claims, and even handle multiple expense claims at once.

Once Expense Claims are marked as "reviewed", they move to the Expense Claims > Schedule tab.

There are 3 ways to reimburse your employees:

When you export the list of expense claims to be reimbursed by your bank, they are automatically marked as paid in Spendesk. However, you can always keep track of the expenses that were previously paid (and how) by navigating to the History tab. This tab contains all details of previously reimbursed expenses.

You can also download a file in XML format (on the History tab) if you selected .CSV in the previous step by mistake (provided the supplier's IBAN is added and part of the SEPA region).

However, if you have already selected the XML/CSV option to pay, confirmed and change your mind, it is not possible to cancel the option to pay 'by transfer from Spendesk' anymore.

1 expense claim = 1 refund.

If you reimburse 35 pending expense claims for the same user, the requester will receive 35 incoming transfers.

There are two possibilities in case the receiving account is closed.

As soon as an invoice's approved and reviewed, it is sent to the Prepare tab and can be sent to your bookkeeping software. Payment is not required for the expense claim to be marked as Ready in Prepare.