Navan Reimbursement Submission Guide

Purpose
This article explains how to submit a reimbursement request in Navan after Accounts Payable has created your account. It provides clear, step by step instructions so your receipt is submitted correctly and routed to Accounts Payable without delays.

Before You Begin
Accounts Payable must first set you up in Navan.

• You will receive a welcome email from Navan.

• Follow the email instructions to set up your account.

• Once your account is active, you are ready to submit your receipt.

How to Submit a Reimbursement in Navan
Follow the steps below carefully to ensure your reimbursement is processed correctly.

• Go to https://app.navan.com/app/liquid/user/home

• If the page does not open under Expenses, click Expenses.

• Click New Transaction at the top of the page.

• Click Autofill from a receipt.

• Upload your receipt.

• Click Create a single transaction.

• Review the transaction fields.

• Change Is this event related to No.

• Click Submit.

Once submitted, the request is automatically sent to Accounts Payable for processing and payment.

Need Help
If you need support after your account is set up or while submitting your receipt, Business Operations Support can walk you through the process.