How to apply reimbursements?

To apply reimbursements in OfficeGX, follow the steps below:

1. Login to officegx.com as Administrator or Employee.
2. Click on the Left Menu.
3. Navigate to Reimbursements.
4. Click the "My Reimbursements" tab.
5. Click "Add New Expense Claim".
6. Fill in the following fields:
   • Reimbursement Type
   • Claim Date
   • Amount
   • Description
   • Upload bills or supporting files
7. Click Submit to raise the claim.

 

What happens after submission?

• The claim will move to Team Open Reimbursements.
• It will be reviewed and approved in the following sequence:
  • First by Reporting Manager (RM)
  • Then by Finance Manager (FM)
• Once both approvals are completed:
  • The status becomes "Booked".
  • A Bill is automatically created in the system for payment processing.

 

Where to check the status of claims?

• Go to:
  • Team Open Reimbursements – for claims awaiting approvals.
  • Team Closed Reimbursements – for processed or booked claims.
• You can view:
  • Claim Date
  • Submitted Date
  • Requested/Approved Amount
  • RM/FM Approval
  • Processing status

⚠️ Important: Admins must have an RM assigned to be eligible to submit reimbursement claims. Without an RM, the system will restrict claim submission.