How do I submit expenses for reimbursement?

1. Optional, but recommended to get the most out of your AppClose experience: If you recorded expenses in your Expenses & Requests calendar and you have not shared your Expenses & Requests calendar template (or the calendar template you 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. If you want to submit an expense for reimbursement to a non-connected co-parent or third party, skip this step. You cannot share a calendar template with a non-connected co-parent or third party.   

2. To submit expenses for reimbursement 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 (top left corner) and select “All Calendars” or the calendar you use to track expenses and requests (e.g. Expenses & Requests).

3. Select the statistics icon to view your expense tracker.

1. Confirm your statistics screen is set to “EXPENSES”.
*Confirm the correct data range for the expense(s) you want to submit for reimbursement. 

2. Select the green arrow to submit expenses for reimbursement

1. Select the expense(s) you want to submit for reimbursement.

2. Click “Select” when finished.

1.Enter a title for this reimbursement request.

2. Select the recipient for this reimbursement request (e.g. Julia).

3. Select the child (or children) to whom these expenses apply (e.g. Dylan). If the expenses do not apply to a child, skip this step.

4. Select the percentage split for these expenses (e.g. 50/50, 75/25). *The default percentage split is set to 50%, but the percentage splits can be altered. You will need to group expenses or submit expenses individually when percentage splits vary based on the type of expense.

5. Select the calendar where you want to record this reimbursement request (e.g. Expenses & Requests).

6. Optional: Include a memo or attach documentation related to this reimbursement request (e.g. receipt).

7. Optional: To share a copy of this reimbursement request with a connected or non-connected co-parent or third party, select “Share with” and then select the name of the person with whom you want to share this reimbursement request and/or select a name from your contacts or enter the email address. You can share a copy of this reimbursement request with more than one person.    

8. Click “Save” when finished.                                                                                                                                                                     

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.

Click “Ok”.

Option 2: 

1. Select the home icon (bottom left).
2. Find the expense you’re looking for and tap on it.
   
   

Click “Submit for reimbursement”.

1. Enter a title for this reimbursement request.
2. Select the recipient for this reimbursement request (e.g. Julia).
3. Select the child (or children) to whom these expenses apply (e.g. Dylan). If the expenses do not apply to a child, skip this step.
4. Select the percentage split for these expenses (e.g. 50/50, 75/25). *The default percentage split is set to 50%, but the percentage splits can be altered. You will need to group expenses or submit expenses individually when percentage splits vary based on the type of expense.
5. Select the calendar where you want to record this reimbursement request (e.g. Expenses & Requests).
6. Optional: Include a memo or attach documentation related to this reimbursement request (e.g. receipt).
7. Optional: To share a copy of this reimbursement request with a connected or non-connected co-parent or third party, select “Share with” and then select the name of the person with whom you want to share this reimbursement request and/or select a name from your contacts. You can share a copy of this reimbursement request with more than one person.
8. Click “Save” when finished. 

 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.

 Click “Ok”.

Status of a Reimbursement Request

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

Your request will show as “pending” until your request is approved or declined.

A green tick indicates that your request was approved.

A green wallet indicates that your request was paid.

A red x indicates that your request was declined.