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Ask to be paid back for something you bought for work

Where to find it: Team app > Account > Reimbursements

What it's for

If you paid for supplies or parking for work, ask to be paid back in the Team app. Add the receipt. Payroll answers, and an approved request goes on your next paycheck.

Step by step

  1. Open the Team app and tap Account. Tap Reimbursements, then Request a reimbursement.
  2. Pick what it was for: Supplies, Parking or tolls, or Something else. For Something else, say what it was in the note.
  3. Enter the amount you paid, like 12.50. Pick the day you paid. It cannot be a day that has not happened yet.
  4. If it was for one job, pick the job. This is optional. Add a note if it helps.
  5. Tap Add a photo or PDF and take a picture of the receipt, or choose a file. You can add up to five. Photos shrink on your phone and keep no location. A PDF can be up to 4 MB.
  6. Tap Send request. It shows in your list as Sent.
  7. Watch for the answer in your notices. Approved goes on your next paycheck, and the request later says which pay week it was paid with. Not approved comes with the reason.

What you see

  • Supplies. Cleaning supplies you bought. They are paid back only when they are on the approved supplies and equipment list.
  • Parking or tolls. Parking or tolls you paid on the way to or during a job.
  • Something else. Anything else for work. A note saying what it was is required.
  • Receipt. A photo or PDF. A request without a clear receipt cannot be approved.
  • Sent. Payroll has not answered yet.
  • Approved. It goes on your next paycheck. Once it is paid, the request says which pay week.
  • Not approved. Payroll wrote why. If you can fix it, like a missing receipt, send a new request.
  • Taken off. Payroll removed it from your pay. Message your Client Success Manager if you have questions.

Common problems

  • It says requests are limited to an amount. Your company set a most-per-request amount. Message your Client Success Manager about a bigger one.
  • It says you already sent this one. A request with the same type, amount and day is already waiting or approved.
  • It says you have 10 requests waiting. Wait for some to be answered before you send more.
  • It says the file is too big. Use a photo instead of a large file. Receipts are photos or PDFs, 4 MB at most.
  • You have no signal. Try again when you are back online. Nothing is sent until the request goes through.

Related

Still stuck?

Message your Client Success Manager, or see Team Serenity help for sign-in and app questions.