Glossary

Reimbursement Form

A claim form type used to define document numbering, custom fields, attachment requirements, and approval rules.

Expense Category

A master category selected inside reimbursement detail rows, such as Meals, Hotel, Transportation, or Parking.

Position

The organization hierarchy used to determine PIC, supervisor, and approval routing.

Batch Payment

A grouped payment document containing approved reimbursements that are processed together.

Reassign Approvals

An operational tool for moving pending approval assignments from one approver to another.

Delegation / Out-of-Office

A user-managed rule that routes new approvals to a delegate during a defined period.