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.


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

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