If you have the role of Superadmin or Admin, you can add a new Reimbursement policy through the Finance menu, Reimbursement submenu.

Here are the steps.

1. Go to the Finance, menu and select Reimbursement.

2. Click “Request”.

3. You will then be directed to the page listing all Reimbursement requests. Click the "Request Reimbursement" button.
   
   

   If you subscribe to the AI Policy Verification feature, you can monitor the Status of reimbursement requests as shown in the following image. Requests that have been approved by AI have a purple star icon.
   
   If you move the cursor over AI usage, you can see the AI tokens for AI policy verification and Receipt OCR credits that you have used, along with the remaining balance. To add tokens or learn more about this feature, you can contact support-hr@mekari.com.
   

4. Enter the request details.
   

   No.	Button/Field Name	Description
   1	Request date	Specify the request date here.
   2	Reimbursement name	Select a reimbursement name that has been created previously, then select the employee name.
   3	Employee name	Select the employee name.
   4	Attachment	Select an attachment by clicking “Choose file”. Attachments can be in PDF, JPG, PNG, or JPEG format, with a maximum file size of 10 MB.
   5	Attachment file	The attachment you selected will be listed here. You can download it by clicking the “download” icon or delete it by clicking the “-” icon.
   6	Description	Add a description of the reimbursement here.

5. Add a benefit component by clicking “Add benefit”.
   

6. Select the benefit name from the list on the left. The benefit you select will then move to the right section. Click “Save” when finished.
   

7. You can then fill in the Request amount and Paid amount for the selected benefit. Click “Submit” when finished.
   

8. You will then be directed to the All requests page. Here, you can view the entire list of reimbursement requests that have been created, along with their information and status. You can use filters to make the list more specific.
   

   - Click “Action” to perform various actions on the reimbursement based on its status.
   - Disbursed: The reimbursement request has been paid. Therefore, you can only view its details (View detail), as follows.
   
   - Approved: The reimbursement request has been approved by the approval workflow. Therefore, you can only view its details (View detail).
   - Awaiting disbursement: The reimbursement request is only awaiting payment. Therefore, you can only view its details (View detail).
   - Awaiting approval: The reimbursement request is awaiting approval from the PIC in the reimbursement approval workflow. If you are included as the PIC, you can perform the following actions.
   
   - Cancelled: The reimbursement request was canceled. Therefore, you can only view its details (View detail).
   - Rejected: The reimbursement request was rejected by the PIC in the reimbursement approval workflow. Therefore, you can only view its details (View detail) and Edit it.

That concludes the explanation of how to create a reimbursement request as a Superadmin/Admin. To manage reimbursement policy settings, click here.