Submitting an expense for reimbursement in Navan

Employees are set up with a Navan account on their start date. You should have received an email allowing you to create an account & add your bank account into Navan for reimbursement. If you do not have an Navan account, please reach out to accounting@helloalma.com

To submit an expense for reimbursement:

1. Login to your Navan account here
2. Click "Add Transaction" on the top right of your screen
3. Select the appropriate transaction category. In most cases you will use “Upload Receipt(s)”

4. On the next screen, you will be prompted to upload your receipt. Select “Scan receipt(s)” Navan will scan your receipt and enter any information it can pick up, into the necessary fields.
5. The following fields will be required for all expenses:
1. Merchant - the name of the vendor the expense is from
2. Date - The date the expense was incurred
3. Trip - If applicable, select the group trip the expense pertains to. If submitting non-travel expenses or expenses incurred while not on a registered group Navan trip, select “Not on a trip”
4. Expense Type - For a full list of categories and rules, please refer to the category matrix & Alma T&E Policy
5. Total - This must match to the receipt(s) added
6. Description - Any additional Context regarding the charge - This should include the date of the event if it is for a future event/expense.
7. Add your receipt - you will not be able to submit an expense for reimbursement without a receipt unless otherwise stated.
6. Click Submit

That's it! Your expense will automatically be reimbursed or routed to the expense admin for approval.

Navan Resources:

• Using Navan Expense on the web
• Using Navan Expense on mobile
• How do I attach multiple receipts to the same transaction?
• How do I import transactions from my personal card?
• How do I submit or manage expenses as a delegate?