Reimbursement Request Portal
As a part of the services we provide, we are excited to introduce a new reimbursement request portal designed to streamline the process for your church members. This resource aims to make it easier for you and more efficient for individuals in your church to submit and receive reimbursements.
How It Works:
- Share the provided URL with your church members in whichever way you prefer. For example, some churches include a reimbursement button within their church app, while others provide the link upon request.
- A church member submits a reimbursement request through the portal. They will need to include the requested amount, the reason for the purchase, and any accompanying receipts or documentation.
- The member can also opt for ACH/Direct Deposit reimbursement, which saves your church money on check processing fees and ensure you don't spend time addressing the "where's the check" question.
- You will receive an email notification with a link to review the submission.
- You will review the submission, make any necessary changes, and then choose to approve or reject the request.
- If approved, the request will be automatically sent to our team for payment processing.
- If rejected, the member will receive an email explaining the reason for rejection and instructions on how to contact you for further clarification.
Important Points:
- To Approve: You must input a category for the reimbursement.
- To Reject: You must provide a reason for the rejection.
Next Steps: If you’re interested in using this portal, please provide us with the following:
- Have our point of contact at your church lets us know you would like access.
- The email addresses of those authorized to approve or reject reimbursement requests.
- Note: Once approved, payments will be processed shortly thereafter, so ensure the designated individuals have the proper authority.
- The email address for the "reply-to" contact in case someone needs to respond to a rejection email.