Reimbursements
How to Start a Reimbursement Request
Start a reimbursement draft for an awarded grant, define the reimbursement period, and keep preparation notes with the request.
Watch the workflow
A short demonstration using fictional data in the GrantableHQ V2 workspace.
What you will accomplish
A reimbursement draft tied to the correct grant and request period.
Step-by-step guide
Step 1
Open Reimbursements
Use the Reimbursements area to start and review requests associated with awarded grants.
Step 2
Select the grant and period
Choose the grant, enter a request number and name, and set the period start and end. GrantableHQ checks that the request period is valid and falls within the grant dates when those dates are available.
Step 3
Add preparation notes
Record the purpose of the request or any internal preparation notes that reviewers should see with the draft.
Step 4
Review eligible spend
Use the grant spend-down view to identify reimbursement-eligible transactions and the supporting backup that still needs to be collected.
Step 5
Keep supporting evidence together
Attach backup to the related spend events and requirements so the reimbursement draft can be reviewed with its support.