Cleemy Expenses has a feature for partially covering an expense. It can be accessed when an expense is controlled by an administrator or controller.
Applying partial coverage
When an employee’s expense is available for control, it is possible to:
- fully cover the expense,
- refuse to cover an expense,
- partially cover an expense.
Partial coverage can be applied to an expense incurred using a Cleemy card, but also one incurred using the employee’s own funds. This feature can be accessed via the "More actions" button when controlling an expense.
The amount covered must be entered, as well as the reason in the comment space, in order to explain the reason to the employee.
The amount covered is then displayed on the expense for both the controller and the employee.
When the expense is controlled, the employee will be notified if the expense is not covered or only partially covered. They will receive a notification directly on their phone.
Editing partial coverage
Partial coverage of an expense can be canceled or edited, provided that the expense has not yet been controlled. On the other hand, sending an expense back to an employee for correction will cancel the partial coverage. This will need to be re-assigned when the expense arrives back at the control step.