Reimbursements

Staff submit reimbursement requests with receipt photos or PDFs in Tools → Reimbursements. Volunteers submit only from the portal when that person is granted reimbursements (default off). Approvers move items through pending and approved stages; finance pays approved batches from Expenses without email back-and-forth. Available on PlusProEnterprise.

Where to find it

Staff submit in Tools → Reimbursements. Volunteers submit only from the portal when that person is granted reimbursements (default off). Parent org admins see all requests. Fund users see requests for their assigned funds, not only their own.

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 check and receipt details automatically when the image is clear; 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

Available on PlusProEnterprise. 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