Handling Requests for Reimbursements

Most non-profit organizations have to reimburse employees, contractors and volunteers for expenses, such as travel expenses. There are two sides to the reimbursement process that must be adequately handled by a non-profit accounting system.

Reimbursement: The Organization's View

The organization has to be able to easily:

Reimbursement: The Traveler's View

From traveler's/reimbursement-requester's view, they'll need:

Reimbursement on Behalf Of

A classic scenario that occurs for non-profits is an employee or a contractor buys an item that is actually for someone else. For example, a volunteer needs a plane ticket to go to a conference, so an employee or someone else (the "Floater") who can "float" the expense makes the purchase. The reimbursement request comes in from the Floater but the real person who received the item should be recorded.