We’re making a few improvements to the Pocket feature to give finance teams a better overview of business spending. These changes will come into effect on the 30th of September.
Expenses for each employee will show as either ‘settled’ or ‘outstanding’, to help you stay in control of business spending.
You'll see exactly which Pocket expenses are associated with which reimbursements, so it’s easier to connect the dots.
See the new page below
What do you need to do?
Nothing! We recommend you reimburse your employees before the 30th September to lighten your workload as an admin, but it’s up to you.
Short on time? Don’t stress – if you have employees with a Pocket balance on or after the changes, we’ll highlight who’s owed what and help you settle the balances.
Why are we making these changes to Pocket?
Before, you could reimburse your employees based on the amount. This sometimes caused confusion for finance teams (sorry!). We designed Pocket to be a great partner for finance teams, so we’re making some adjustments to help them better visualise company outgoings.
From the 30th of September, every time an admin reimburses via Pocket, they’ll select the exact expense that they want to settle, and the link between the reimbursement and the expense will be visualised in the Pocket page.
We’re also adding more filters so you can see each employee’s settled and unsettled expenses.
What if an employee reimburses themselves?
When employees choose to reimburse themselves, they reimburse all pocket expenses in their balance. This means it’s easy for us to connect the expenses with the reimbursement amount.
Do you need to do anything?
We recommend you reimburse employees with outstanding balances who aren’t using direct reimbursements before the 30th September. This should make for a smoother transition to the new Pocket page layout! But don’t worry if you don’t have time – we’ll show you what to do after we make the updates.
Please get in touch with firstname.lastname@example.org or via live chat if you have any questions about the changes.