inDinero’s Reimbursement section is an easy way to manage employees’ and contractors’ reimbursements all from one view!

Setup and Submit Reimbursements

Step 1: Select Reimbursements from the left panel

Step 2: Select Setup your funding account

Step 3: Choose a linked financial account from the funding account pop up and enter the routing and account number

Step 4: Click Set Funding Account to continue

Step 5: Fill out custom URL and select Save

<aside> ✏️ Make sure that ACH payment setup is complete, if not you’ll be prompted to complete this step in order to setup reimbursements.

</aside>

Once finished, pass along the unique URL to employees to fill out the form:

Here you can add the amount, reimbursement category, attach a receipt, and capture your account numbers once you enter your email, full name, and banking information. Once you submit a reimbursement, the approver is notified to review and take action!

Approve, reject, and archive reimbursements

Step 1: Navigate to Reimbursements and select Pending Approval tab

Step 2: Review pending amounts from dashboard

Step 3: Take action on one or multiple reimbursements

• Approve: Check one or multiple reimbursements and click “Approve and Pay” then select Save from the confirmation window pop up to initiate ACH payment.
  • Reimbursements are billed at $1/batch payment.
• Reject: Check one or multiple reimbursement and click “Reject” then select Save from the confirmation window pop up. An email is automatically sent to the requester.
• Archive: Hover on any pending reimbursement to populate a trash can icon. Select the icon to unveil an “Archive” button. Select to archive and remove the reimbursement from the pending list.

<aside> ✏️ Archiving a reimbursement deletes and cancels the reimbursement. You can view all archived reimbursements under the Archived tab to reference.

</aside>