Expense Reimbursements
The Expense Reimbursements screen lists all member expense reimbursements within a date range. By default it shows open reimbursements — approved expense reports that are ready to be paid.
Note: If you post expense reports to an accounting package, skip this screen. Track payments in your accounting package instead and configure the integration via the Accounting Package Setup Table.
When to use this screen
Use Expense Reimbursements when you track expenses inside ConnectWise rather than syncing them to an external accounting package. After an expense report is submitted and approved, it appears here. Once you’ve paid it, mark it closed so it drops off the default view.
To review past payments, set the Status filter to Closed.
Mark expense reports as paid
- Go to Finance > Expense Reimbursements.
- Select the checkbox next to each expense report you want to mark as paid.
- Select Actions > Close Expense Reimbursements.
The selected reports are marked closed and removed from the default Open view.
To reopen a closed reimbursement, select its checkbox and select Actions > Open Expense Reimbursements.
Review an individual report
Select the Date Range link for any row to open the Individual Expense report for that member and period.
Column reference
| Column | What it shows |
|---|---|
| Status | Open or Closed |
| Member Name | The member the reimbursement belongs to |
| Date Range | The expense period; select to view the Individual Expense report |
| Expense Rpt Total | Total amount on the expense report |
| Reimbursement Total | Total amount to be reimbursed |
| Location | Location of the expense report approver |
| Department | Department of the expense report approver |
| Approved By | The member who approved the report |