A "Needs Information" status means the uploaded receipt doesn't meet requirements or that additional details are needed to complete processing, such as a letter of medical necessity or proof of manager approval.
Common issues include the receipt not being itemized, missing key details such as merchant name or purchase date, and blurry or unreadable uploads.
Why?
Depending on your benefit, certain types of receipts and documentation are required to ensure compliance with your employer's policies or IRS policies.
If what you have provided does not meet the requirements of your benefit's policies, you will receive a notice from Benepass outlining the additional details needed from you to finalize processing.
For all expenses and transactions, please ensure the provided receipt is itemized and easy to read. It must show the merchant's name, the purchase date, the items or services purchased, the total amount paid, and the payment method used. Examples of incomplete receipts include proof of payment without details of the items or services, and invoices lacking dates and item descriptions.
Common questions
What happens once I upload additional information?
Your transaction or expense will be reviewed again by the Benepass team. You can expect an update within 5 business days.
Which purchases will require a receipt?
To find out what purchases will require a receipt, check your employer's policy by heading to Accounts > Benefit > View overview.
I received an email notice. What does it mean?
Needs Information Reason | How to Fix It |
Amount does not match the receipt | Ensure the receipt attached matches the transaction.
If your reimbursement was submitted with an incorrect amount, please delete it and submit a new request. |
Receipt missing | Upload a receipt for this purchase. |
Receipt missing date | Upload a receipt that shows the date the purchase was made, as well as a service date, if applicable. |
Receipt is missing the purchase amount | Upload a receipt that shows the full purchase amount. |
Receipt missing item(s) purchased | Upload a receipt that lists all item(s) or service(s) purchased. |
Receipt missing merchant name | Upload a receipt that clearly shows the full name of the merchant where the purchase was made. |
Unable to read the receipt | Upload a well-lit, legible receipt image in an accepted file type. |
No eligible items(s) or service(s) | Upload a receipt for at least one item or service that is eligible, as described in the details for this benefit in your Benepass account. |
Receipt requires additional details (Dependent Care FSA) | Upload a receipt from your care provider that shows the service dates, the type of care provided, the name of the care provider, and the amount incurred.
[DCFSA Only] Alternatively, download and complete the form linked here and have your provider sign it, then add it to your transaction. |
Receipt does not match the purchase | Upload the correct receipt for this purchase. |
Request a letter of medical necessity from your healthcare provider and upload it to the transaction's "Receipt" section. | |
Service date missing | Enter the date(s) you received the service for your purchase. |
Service date is either ineligible or inaccurate | Confirm that you have attached the correct receipt. Additionally, please confirm that the service date of your purchase is eligible according to your benefit policies. |
Service date too early | Enter a service date within the allowed spending period, as described in the details for this transaction in your Benepass account. |
Service date too late | Enter a service date within the allowed spending period, as described in the details for this transaction in your Benepass account. |
Service date does not match receipt | Update the service date to match the date shown on the receipt. |
Purchase date missing | Enter the date you made your purchase. |
Purchase date too early | Enter a purchase date within the allowed spending period, as described in the details for this transaction in your Benepass account. |
Purchase date too late | Enter a purchase date within the allowed spending period, as described in the details for this transaction in your Benepass account. |
Purchase date does not match receipt | Update the purchase date to match the date shown on the receipt. |
Manager approval missing | Secure and upload a copy of your manager's approval. |
Manager approval incomplete | Upload manager approval that meets the criteria set by your employer, as described in the details for this transaction in your Benepass account. |
Proof of completion missing | Upload proof that your course or program was completed and meets criteria as set by your employer, as described in the details for this transaction in your Benepass account. |
Proof of completion incomplete | Upload proof of completion that meets your employer’s criteria, as described in the details for this transaction in your Benepass account. |
Attestation missing | Add required attestation. |
Attestation incomplete | Add attestation that meets your employer’s criteria, as described in the details for this transaction in your Benepass account. |
Note missing | Add a note for this transaction. |
Note incomplete | Edit your note to meet your employer’s requirements, as described in the details for this transaction in your Benepass account. |