inDinero’s Reimbursement section is an easy way to manage employees’ and contractors’ reimbursements all from one view!
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.
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!
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
<aside> ✏️ Archiving a reimbursement deletes and cancels the reimbursement. You can view all archived reimbursements under the Archived tab to reference.