Next User Type: Admin, Bookkeeper
This article describes how to use the Reimbursements page in J.P. Morgan Next from a web browser. Admins and bookkeepers can use the Reimbursements page to view, filter, and export reimbursements.
Open & view Reimbursements page
To open the Reimbursements page, select the Reimbursements link in the Navigation menu
Reimbursements in your account display in the Reimbursements table
To search for a reimbursement, enter the submitter name or merchant in the Search field
To create a new reimbursement request, select the New Reimbursement button
Customize column settings
Follow these steps to customize the columns that display in the Reimbursements table.
To open column settings, select the Column icon
To add or remove a column, select the checkbox for the column option.
Note: Columns that display the Lock icon cannot be removed.
Locked columns include Amount, Batch ID, Merchant/Mileage, Name, Submitted Date, Status. Additional column options include Approval Date, Batch Amount, Pay Method, Purchase Date, Receipt, and all custom fields in your account.
By default, column settings display all active custom fields in your account
To display retired custom fields, scroll to the bottom of the settings to find the Retired Fields section and select the Show toggle button
Filter reimbursements
To filter the data displayed in the Reimbursements page, select the Add Filter link
You can filter by purchased date, submitted date, amount, status, name, reimbursement type (mileage or merchant), and payment method
To clear your filters, select the Clear Filters link
To apply your filters, select the Done button
View status filters
You can also quickly filter the information in the Reimbursements table by using the Status filter buttons. You can view reimbursements with a status of Needs Approval, Admin Approval, Ready to Pay, Payment Pending, and Paid.
To filter the Reimbursement page by status, select the button for that status
To remove the filter and view all reimbursements, select the Remove icon
Open reimbursement requests
To view a reimbursement request, select the name of the request
If you have permission to review reimbursement requests, you can also approve or deny multiple requests by selecting the checkboxes next to the requests you want to view and selecting the Bulk Actions button
Export reimbursement data
To export reimbursements as a .csv, .xlsx, .ofx, or QuickBooks Online file, select the Export icon.
Mark reimbursement as synced
If you are an admin, you can mark reimbursements as synced or remove the synced status.
Select the checkbox for each reimbursement you want to mark as synced
Select the Bulk Actions button
Select the Mark as synced option
Remove synced status
Select the checkbox for each reimbursement where you want the status removed
Select the Bulk Actions button
Select the Remove synced option
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