Reimbursements

How to Handle Reimbursements for Approval

1. A form is submitted via the website.
2. This causes an email to be sent to the main HSA Murch email for approval by one of the presidents.  Or to the appropriate person – Auction chairs for auction, Fall Fair chairs for Fall Fair, Mr. C for Principal’s fund, Hospitality chair for that.
3. Click on the link in that email which will show the detailed view of that form entry on the Murch website.  Do the following:
   1. Click on the blue Edit button all the way on the right.
   2. Go down to bottom of form data.
   3. If you want to approve the request –
      • click on Approved for Status of Approval
      • fill in your name for Authorize by.
      • Go back up to top of page and look in the right hand column.
      • Click on the blue Update button to save changes.
      • Then under Notifications – click on Approved Form Sent to Treasurers and click Resend Notifications. An email will go to the treasurers.  See Approved HAS Reimbursement Form above.
   4. If you want to not approve the request:
      • Click on Not Approved under Status of Approval.
      • Enter a reason why not
      • Go back to top of the page in right hand column and click on the blue Update button to save changes
      • Ten under Notifications click on Denied Form Returned to Requestor.  You do not need to enter an email address
      • Click on the Resend Notifications
      • An email will be returned to the person who submitted it with the reason that you provided.

Reimbursement Table

If you want to review all the reimbursement requests or for some reason do not get an email notification, you can view all requests by going to HSA->Reimbursement Table.  Click on Edit Entry in the row of the appropriate request to edit any request including to approve or deny a request.

How to Handle Reimbursements After Approval

1. Treasurers will receive an email with the subject line “Approved HAS Reimbursement Form”.
2. This email will have all the information needed to pay the check but more information can be viewed by clicking the link.
3. After sending payment, click on the link in the email to be taken to the detail view of the form entry on the Murch website.
4. Click on the blue Edit button all the way on the right.
5. Go down to bottom of form data.
6. Enter in the date and number of the check.
7. Go back to top of the page in right hand column and click on the blue Update button to save changes