How do I create and send a reimbursement request?

1. You can create and send a reimbursement request using any calendar, with the exception of a parenting calendar. Parenting calendars are for parenting schedules and swap day requests only. We specifically created an Expenses & Requests calendar option for users to keep track of expenses and reimbursement requests sent and received if they so choose.  If you do not have an Expenses & Requests calendar in your list of calendars (or another calendar you’d like to use to track expenses and requests), go to: How do I add an Expenses & Requests calendar? or How do I add a new calendar?

2. Optional, but recommended to get the most out of your AppClose experience: If you have not shared your Expenses & Requests calendar template (or the calendar template you want to use to track expenses and requests) with a connected co-parent or third party, go to: How do I share a calendar? Your calendar entries will be not be shared with a connected co-parent or third party unless you specifically choose to share individual events, appointments, expenses, or requests with that person (requires another step) using that calendar.

Skip this step if you want to create and send a reimbursement request to a non-connected co-parent or third party.  You cannot share a calendar template with a non-connected co-parent or third party.   

 3. To send a reimbursement request to a connected or non-connected co-parent or third party, proceed to the instructions below.

Option 1:

1. Select the calendar icon.

2. Select the icon.

From your list of calendars, select the “Expenses & Requests” calendar (or the calendar you use to track expenses and reimbursement requests). 

Press the orange (+) sign.

Select “Reimbursement”.

1. Enter the title for this reimbursement request (e.g. Eye doctor).

2. Tap the orange arrow to proceed.

1. Select the co-parent or third party that you want to reimburse you for this expense (e.g. Julia).

2. Tap the orange arrow to proceed.

1. Select the child or children to whom this reimbursement request applies (e.g. Dylan). If this reimbursement request does not apply to a child, skip this step.

2.The calendar you chose for this reimbursement request should be displayed here (e.g. Expenses & Requests). If it’s not, choose the calendar where you want to record this reimbursement request.
3. Optional: If you would like to share a copy of this reimbursement request with anyone else, tap the “Share with” button. Optional: Select the name of the person with whom you want to send a copy of this reimbursement request, and/or select a name from your contacts or enter the email address. You can send a copy of this reimbursement request to more than one person.

4. Tap the orange arrow to proceed.

If you previously created and recorded this expense in your expense tracker, simply click “Import expense(s)” and select the expense or expenses that apply to this reimbursement request. The expense data will then autofill.

If you did not previously create and record this expense in your expense tracker and you would like to do so now, go to: How do I create an expense?

Proceed to steps 1-3 below to submit this expense for reimbursement without recording it as an expense in the expense tracker feature of your app:

1. Enter the total cost for this expense.
2. Choose how this expense should be split by percentage. *The default percentage split is set to 50%, but this percentage can be altered.

3. Tap the orange arrow to proceed.

1. Optional: Add more details to this request such as a memo or attach documentation related to this request.

2. Tap “Send” and then you will be asked how you want to send this reimbursement request to any non-connected recipient(s).

Before you can send a reimbursement request, you will need to acknowledge that you understand that you must have a verified ipayou account in order to receive payment through the app. 

The recipient of your reimbursement request can make a payment to you through the app (if they download the app and set up a verified ipayou account) or by other means outside of the app.

Tap “Ok” if you understand.

Choose how you would like to send this reimbursement request to each non-connected recipient (e.g. via text, email, social media, etc.).

Option 2:

You can also submit a previously recorded expense for reimbursement through your expense tracker. Go to: How do I submit expenses for reimbursement?

Status of a Reimbursement Request

To view the status of a reimbursement request, go to: How do I view the status of a reimbursement request?