Teammate expense reimbursement submission workflow

Problem statement

Teammates cannot submit reimbursement requests directly in Hospitable. When a teammate incurs an expense (supplies, repairs, mileage, etc.), there's no structured way for them to request reimbursement through the platform.

Current workaround

Teammates must message the host separately (via the Tasks App or outside Hospitable) with expense details and receipts. The host then manually records the transaction in Operations β†’ My Business β†’ Transactions and handles reimbursement outside the platform.

Impact

  • Manual tracking: Hosts must track reimbursement requests across multiple channels (messages, texts, emails)
  • No audit trail: Expense requests aren't logged in a central place, making it harder to review history or reconcile accounts
  • Slower processing: Back-and-forth messaging delays reimbursement and creates friction for teammates
  • Lost receipts: Without a structured submission flow, receipts can be misplaced or forgotten

Proposed solution

Add a reimbursement request feature in the Tasks App that allows teammates to:

  • Submit an expense with amount, category, description, and receipt upload
  • Track the status of their request (pending, approved, paid)

Hosts would see these requests in Hospitable (e.g., in Transactions or a new Reimbursements section) and be able to approve, decline, or mark as paid.

Unlock

Hosts could process teammate expenses faster and more accurately, with a complete audit trail. Teammates would have visibility into their reimbursement status and a simple, professional way to submit expenses.

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Upvoters
Status

New

Board

πŸ’‘ Feature requests

Date

About 3 hours ago

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