Submitting an Expense Report on Springly – Help Center

Did you cover expenses out of pocket for your nonprofit? Springly makes it easy to submit Expense Reports online and get reimbursed. Whether you're a member or an administrator, this article walks you through how to report your expenses.

This article covers the following:

Submitting an Expense Report as a member
Submitting an Expense Report as an administrator

Submitting an Expense Report as a member

Accessing the submission form

There are two ways to access the Expense Report submission module:

Via the invitation link:

Your nonprofit shared an invitation link with you by email or through another channel

See the dedicated article: Inviting members to submit Expense Reports

Via your profile:

Log in to your personal space on your nonprofit's platform
Go to your profile (icon in the top right corner)
Click "Expense Reports" in the menu

Filling out the Expense Report form

Once on the "Submit an Expense Report" page, fill in the following information:

Supporting document: You must attach a photo or scan of your invoice, receipt, or ticket. You can drag and drop the file or click "Add a file".

If you're on your smartphone, you can also take the photo directly.

Category: Select the type of expense (transportation, lodging, meals, supplies, etc.)
Expense date: Enter the date on which you incurred the expense
Amount: The total amount you paid
Reason for the expense: Describe why you incurred the expense to help your administrator during the approval process.

Submitting your request

Once all the information is filled in:

Check that all the information is correct
Click the "Send" button
You will receive a confirmation email

Your Expense Report is now pending approval by an administrator.

Submitting an Expense Report as an administrator

As an administrator, you can submit Expense Reports in two ways — for yourself or on behalf of your members.

Via the Expense Reports module for any member

Accessing the module:

Go to Accounting > Expense Reports
Click "Create an Expense Report"
Search for the member's name, or create their profile directly.

Filling out and submitting:

Attach the supporting document
Fill in the same information on the "Submit an Expense Report" page (see the previous section)
Click "Submit the Expense Report"

Via your profile for yourself

You can also follow the same process as members by accessing the form through your personal profile.

The Expense Report will then appear with a "pending" status in the list on the Expense Reports management page.