How do I request reimbursement?

You request reimbursement by opening the reimbursement entry for your booked campaign and submitting your expense details with supporting documents.

How to request reimbursement

1. Go to My Workspace → Campaign View (or My Budget)
2. Open the relevant campaign
3. Open the channel distribution’s Reimbursements section (or the reimbursement entry)
4. Open the entry with “Needs Proof of Action” status
5. Fill in the required fields:

• • Campaign/Expense Name (mandatory)
  • Amount Requested (mandatory)
  • Fund Type Used
  • Expense Date (mandatory)

6. Upload supporting documents (see “Required documents” below)
7. Add optional comments
8. Click Submit

After submission, the status changes to Reimbursement Review Pending.

Important to know

• A reimbursement entry is created automatically once a campaign is finalized and assets are approved (initially “Needs Proof of Action”).
• You can submit multiple reimbursement requests per channel distribution (e.g., monthly invoices for the same campaign).
• You cannot submit if the related budget usage is exhausted.
• Reviewers cannot approve a request unless required documentation is attached.

What happens next

After you submit:

• Finance / Brand Admin / Tenant Admin reviews the request
• They can Approve, Reject, or set Info Requested
• If approved → status becomes Awaiting Reimbursement
• Once paid externally and marked by Tenant Admin → status becomes Completed – Reimbursed
• You receive notifications at each stage (submission, approval, rejection, info requested, paid)

Updated on: 22/01/2026