Manage Reimbursements in Monta Hub

Invite the employee to the Reimbursement Team

Invite the employee to the Team, which is going to reimburse the charging. If the employee is already part of the Reimbursement Team, continue to Edit Team Member settings.

1. Open the Team and go to the Reimbursements tab
2. Select the Employees tab and click on Invite employee
3. Select to invite a single or multiple employees in bulk
4. State the phone number or email of the user - the method they use to login in Monta
5. Select if you want to invite with a Member Group
6. Select the user role of the employee
7. Select the Member Price Group
8. Click on Invite

Edit Team Member settings

If you want to offer reimbursed charging to existing Team Members, here is how you can enable them to request Reimbursement. You can also apply a Member Group, that has enabled reimbursement requests.

1. Go to the Members & Access tab of the Team
2. Click on the user to open their settings
3. Scroll down to Permissions and toggle on to enable a reimbursement request
4. Click on Save changes

Accept a Reimbursement request from an employee

In Monta Charge, the employee can now see a label on their charge point saying Reimbursement available. After they request to start getting reimbursed, here is how you can accept the request.

1. Go to the Reimbursements tab of the Team
2. Click on Reimbursement requests
3. Select one or more requests and click on Review requests
4. Select reimbursement price
   • Select between the employee's shared electricity cost or a Reimbursement Price Group
   • Toggle on if you want the Team to pay for a subscription on applied the charge point
   • If not toggled on, the employee will pay for a subscription with their personal Monta Wallet
5. Approve the request

Create a reimbursement price group

1. Open the Team to the Reimbursements tab
2. Click on Settings and select to create a new Price Group
3. Fill in the price group details, such as name, price amount, price type and tariff
4. Click on Save

End of month Reimbursement Payout

If you have set up to pay out the Reimbursement amount at the end of the month, you can see the pending payments in the Payouts section of the Reimbursements tab.

1. Open the Team to the Reimbursements tab
2. Select Payouts
3. Select the month (current month is selected by default)
4. Click on Payout
5. See the amount and click Approve
   • A transaction will be initiated from the ReimbursementTeam to the Team of the Reimbursed charge point

Approve an update in electricity cost of employee

If you are reimbursing based on the electricity cost provided by the employee, here is how you can approve an update they have made.

1. Open the Team to the Reimbursements tab
2. Click on Employees
3. Select to review the change
4. See the updated cost and click on Approve

Stop reimbursing an employee

You can stop reimbursing an employee by removing them from the Reimbursement Team or by stopping the reimbursement in the Team's Reimbursements section.

1. Open the Reimbursements section and select the Employees tab
2. Click on the three action buttons of the employee
3. Click on Delete agreement
4. Select if you want to remove the employee from the Team as well
   • If you remove the employee from the Team, they will not be able to request Reimbursement again