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Transactions

The Transactions tab allows you to submit reimbursement details for services you have paid for directly. You can enter transaction details manually or upload a PDF, JPG, or PNG document and let the portal extract the details for you.

Note: The Transactions tab is only available when Client Reimbursements is enabled for your account. Enabling this setting makes your account Self Managed.

Manual Entry​

Manual Entry allows you to submit reimbursement transaction details directly through the portal form.

Step 1 — General Details​

Enter the following general transaction information:

  • Receipt / Transaction ID
  • Date
  • Supplier / Provider Name

Step 2 — Line Items​

Enter the details for each service or item being claimed:

  • Description
  • Quantity
  • Price
  • GST

You can add additional line items or remove existing ones as needed.

Step 3 — Review Totals​

The portal automatically calculates and displays the following totals based on your line items:

  • Subtotal
  • Total GST
  • Grand Total

Review all totals carefully before submitting.

Step 4 — Submit Reimbursement​

Once all details have been entered and reviewed, click Submit Reimbursement to submit the transaction for verification.

Upload PDF

The Upload Document tab allows you to upload an existing transaction document instead of entering details manually.

Supported File Formats​

  • PDF
  • JPG
  • PNG

How It Works​

Step 1 — Upload Your File​

Select and upload your transaction document using the Upload Document tab.

Step 2 — Automatic Extraction​

The portal will automatically extract the transaction details from the uploaded document and populate the manual entry form fields.

Step 3 — Review Extracted Details​

Review all extracted information carefully, including:

  • Transaction ID
  • Date
  • Supplier or Provider Name
  • Line item descriptions, quantities, prices, and GST

Step 4 — Submit​

Once you have confirmed the details are correct, submit the transaction for verification.