When you make an eligible purchase using a personal payment method, you may be able to request reimbursement using your benefit funds.
Before you begin
Make sure your benefit allows reimbursements. You can check this under Payment methods on your benefit overview.
Confirm your purchase is eligible by reviewing your benefit's eligible categories and spending rules.
Make sure you have enough available funds in your benefit to cover the amount you're requesting.
Have your documentation ready. Depending on your benefit, you may be asked to upload a receipt or provide additional information, such as the purchase date.
Tip: You can review your benefit's required documentation from the View details > Required documentation section of the benefit before you submit. It shows exactly what documentation may be needed for that particular benefit.
Submit your expense
From the side menu on desktop or the hamburger menu on the mobile app, select Get reimbursed.
Select the benefit you'd like to use.
If prompted, choose your bank account.
Enter your purchase details, including:
Purchase amount
Currency
Merchant name
Purchase or service date (if required)
Any other requested information
Upload any required documentation.
Select Submit reimbursement.
As you complete the form, you'll see which fields are required. If anything is missing or doesn't meet your benefit's rules, we'll let you know before your request is submitted so you can fix it right away.
What happens next?
Our team reviews reimbursement requests within 5 business days.
Once your request is reviewed:
Approved requests paid by ACH (bank transfer) are typically deposited within 3–5 business days, depending on your bank.
Approved requests paid through payroll will be included in an upcoming paycheck based on your employer's payroll schedule, but typically, the following month.
If we need more information, your request will move to Action Required and you'll receive notice with directions for how to proceed.
Common questions
What kind of receipt do I need?
Your receipt should be clear and easy to read. It should include:
Merchant name
Purchase date
Items or services purchased
Total amount paid
Payment method used
Please ensure photos are well-lit and legible.
If you are unable to provide all information in a single image, you can submit multiple receipts in a single request.
Why am I seeing an error when I enter my purchase date?
Some benefits only allow purchases made during certain dates.
If the date you enter isn't eligible for your benefit, you'll see an error before you submit your request. Choose a purchase or service date that falls within your benefit's eligible spending period.
How do I know what documentation is required?
Your benefit overview includes a Required documentation section under the View details section that lists the documents or information your benefit may require.
During submission, we'll also let you know if anything is missing before your request is submitted.
My expense says "Action Required" or "Needs Information". What should I do?
This means we need additional information before we can approve your request.
Check your email or the expense in your account for details about what's needed, then return to your reimbursement to upload the requested information.
Please note that all receipts must clearly show the merchant's name, the date, the items or services purchased, the total amount paid, and the payment method used. Failure to provide receipts showing all details may result in your expense being denied.
Do I have to select a bank account before submitting an expense?
Depending on your employer's benefit configurations, you may be required to select a bank account before you can submit a request for reimbursement. You will only be prompted to do so if it is required for your specific benefit.
Can I submit an expense for a purchase in a different currency?
Yes. Choose the purchase currency from the dropdown and enter the amount you paid. We'll convert it using the current exchange rate.
Can I request reimbursement for only part of a purchase?
Yes. If only part of your purchase is eligible, enter the amount you'd like to be reimbursed and make sure your receipt clearly shows which item or service you're requesting.
Can I request less than the total on my receipt?
Yes. If you don't have enough funds remaining to cover the full purchase, you can request reimbursement for the portion your remaining balance can cover, as long as the purchase itself is eligible.
Can I upload multiple receipt images?
Yes. You can upload multiple files as part of a single reimbursement request.