Reimbursement Feature
Optional Modern Add-on> Requisition |Purchase order Module
Recorded demo: Microix - Reimbursements - Travel and More
Quick Feature Summary
Microix’s Reimbursement feature streamlines how employees submit mileage, expenses, and per diem requests, etc., while giving organizations full control over policy compliance.
Employees can submit common travel expenses—flights, lodging, meals, rentals, supplies, and mileage—directly through the Modern interface. Mileage is automatically calculated using integrated mapping tools, with options to add extra miles, note road closures, enter odometer readings, or force round‑trip calculations. Default reimbursement rates populate automatically.
Receipts can be uploaded and scanned using the same AI‑powered OCR technology used in Invoice Capture, allowing the system to read merchant details and amounts instantly. Users can add multiple expense items and view a running total as they build their request.
For organizations using per diem, GSA rates are built directly into Microix. Employees simply enter their destination and travel dates, and the system calculates lodging and meal allowances—including the 75% first/last‑day rule—without requiring external research.
Requests can be submitted from any device—desktop, tablet, or mobile—making it easy to complete reimbursements while traveling. Once ready, the user selects the workflow, assigns the distribution code, and submits the full packet for approval. Approvers receive a consolidated request and can review attachments, user‑defined fields, and all expense details before routing it forward.
Trial Period Details (If you do not decide to purchase in advance)
Duration: 60 days (Upon
request, the trial can be extended for a minimum of 30 days.)
Start: The trial automatically begins once the client has access to
the Modern software.
Assistance During the Trial: Clients may purchase one hour of
support if assistance is needed during the trial period.
Deactivation: If the feature is not purchased, trial access will
automatically be disabled after 60 days. All documents created during the trial
will remain intact and accessible.
Pricing information
Cost: Contact Your MIP and Microix Reseller
Estimated setup and training: 2 hours
Scope of Services – Reimbursement (2 Hours)
This session provides a focused walkthrough of the Travel Reimbursement module to ensure employees, approvers, and accounting staff understand how to submit, review, and process compliant travel requests.
1. Submitting a Reimbursement Request
• Enter mileage, meals, lodging, transportation, and other eligible expenses
• Use integrated mapping for mileage calculations
• Add per diem using built‑in GSA rates
• Build a complete reimbursement packet with multiple items
2. Required Attachments & Policy Alignment
• Upload receipts and supporting documents
• Review how OCR reads and extracts receipt details
• Ensure submissions meet organizational travel and reimbursement policies
3. Approval Routing
• Select the appropriate workflow
• Understand how requests move through supervisor/manager approval
• Review approver options (edit coding, reject with comments, view attachments)
4. Status Tracking & Corrections
• Monitor request status from submission through approval
• Make corrections or add missing documentation
• Understand how users and approvers interact during revisions
5. Accounting Review (High‑Level)
• Overview of how approved reimbursements flow to accounting
• Final review steps before posting
• Visibility into coding, attachments, and audit trail
Outcome
Staff submit compliant, complete reimbursement requests, and approvers route them confidently and consistently through the workflow.
Support Knowledge-Based Article (s) subject to change