How do I request a reimbursement?
To request a reimbursement through Devote, our nonprofit expense management and card platform, simply follow these straightforward steps:
Gather your supporting documents: Collect all the necessary receipts, invoices, or other relevant documents that provide evidence of the expenses you incurred and are seeking reimbursement for. Make sure these documents are clear, legible, and include key details such as the date, vendor name, description, and amount.
Log in to your Devote account: Visit our website or open the Devote mobile app and sign in to your account using your credentials. If you don't have an account yet, you'll need to create one before proceeding.
Navigate to the reimbursement request feature: Once you're logged in, locate the option for in the transactions page.
Provide relevant information: Fill in the required fields accurately to provide all the necessary details for your reimbursement request. This might include your name, contact information, the purpose or reason for the expense, the date of the expense, the amount you're requesting, and any additional notes or comments you want to include.
Attach supporting documents: Upload the supporting documents you gathered earlier. Ensure that they are clear and well-organized, and attach them to your reimbursement request. Many platforms allow you to upload multiple files, so you can include everything in one submission.
Review and submit: Take a moment to review all the information you provided, including the attached documents, to ensure accuracy and completeness. Making any necessary revisions at this stage will help expedite the reimbursement process. Once everything is in order, click the "Submit" or equivalent button to send your reimbursement request.
Monitor the status: After submitting your request, keep an eye on the status of your reimbursement. Devote may provide updates on the progress of your request, including any additional information required or any actions you need to take. You might receive notifications via email or within your Devote account.
Receive your reimbursement: Once your reimbursement request has been processed and approved, you will receive the funds via the payment method specified by your organization. The time it takes to receive the reimbursement may vary depending on your organization's internal processes.
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