Reimbursements

Quick Answer: Reimbursements

Staff and volunteers submit reimbursement requests with receipt photos or PDFs in the Tools hub. Approvers move items through pending and approved stages; finance pays approved batches from Expenses without email back-and-forth. Available on Plus and above with the core Tools hub.

Where to find it

Open Tools → Reimbursements from the main navigation. Parent org admins see all requests; other users see their own drafts, pending items, and paid history.

Submit a reimbursement

• Capture a receipt with your camera, upload an image, or import pages from a PDF (each page becomes one line item).
• Alignmint reads receipt details when OCR is available; you can edit amounts, category, and fund before submitting.
• Save as draft or submit for approval. Drafts stay editable until you send them forward.

Approval and payment

Managers with approval rights review pending requests, request revisions, or approve. Approved reimbursements flow to Expenses for batch payment. Paid items link back to the general ledger so bookkeepers can open source receipts from a journal entry.

Plan requirements

Reimbursements require the Plus plan or higher (Tools hub). Free plans include CRM and giving pages but not accounting or Tools workflows. See pricing for plan limits.

Related guides

• Receipt scanning
• Expense tracking
• Bills manager