How do I add a comment to a reimbursement request?


Option 1:

1. Select the calendar icon.

  1. Select the  icon (top left corner) and choose “All Calendars” to view all reimbursement requests recorded in your calendars. You can also choose to view reimbursement requests recorded in individual calendars (e.g. “Expenses & Requests”).
  2. Select the statistics icon to view your reimbursement requests.

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  1. Confirm your statistics screen is set to “REIMBURSEMENTS” to view reimbursement requests recorded in your chosen calendar within that specified data range.

    2. Choose the data range for the reimbursement request you want to comment on.

    3. Choose “All” if you would like to view all reimbursement requests within the specified data range.  You can also choose to view reimbursement requests “Sent” or “Received”
  2. Select the  icon to view a list of your reimbursement requests within the specified data range.

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Find and select the reimbursement request you want to comment on. 

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Write your comment in the “Add a comment” box. To include an attachment with your comment, click on the paper clip icon.  

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To view all comments for this reimbursement request, click “HISTORY”.

 

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Option 2:

1. Select the home icon (bottom left corner).

  1. Find and select the reimbursement request that you want to comment on.

 

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Write your comment in the “Add a comment” box. To include an attachment with your comment, click on the paper clip icon.  

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To view all comments for this reimbursement request, click “HISTORY”.

 

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Option 3:

  1. Select the calendar icon. 
  1. Select the  icon.

 

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Select “All Calendars” or the specific calendar used for the reimbursement request you want to comment on (e.g. “Expenses & Requests”).

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Click on the date of the reimbursement request you want to comment on.
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Click on the reimbursement request you want to comment on.

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  Write your comment in the “Add a comment” box. To include an attachment with your comment, click on the paper clip icon.  

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To view all comments for this reimbursement request, click “HISTORY”.

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