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
- Confirm if your benefit allows for reimbursement by checking Payment methods under the benefit's overview.
- Check that your purchase meets your benefit's eligibility rules by browsing the allowed categories or checking for any specific merchants guidelines.
- Ensure your receipt meets requirements. It must clearly shows the merchant's name, the date, the items or services purchased, the total amount paid, and the payment method used.
Steps
- From the side menu, select Get reimbursed
- Select the correct benefit for your expense
- You may be asked to choose your bank account before proceeding. If so, follow the prompts to complete your selection.
- Choose the currency, enter the exact purchase amount, merchant name, and any other required fields
- Attach all required documentation by clicking Attach file
- Submit!
What to expect
Our team will review your request within 5 business days. You'll receive notification when the status changes.
If approved, employees who have selected a bank account will be paid automatically. You can expect to receive payment to your chosen bank account in 3-5 days, depending on your institutions processing times.
Employees who receive payment via payroll can expect to receive their reimbursement in an upcoming paycheck, typically the following month.
In some cases, your expense may require additional documentation before it can be approved. If so, you'll receive notice with directions for how to proceed.
Common questions
What kind of receipt do I need?
Receipts should be 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. 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.
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 correct currency from the dropdown menu on the submission page, and enter the purchase amount in that currency. Benepass will automatically calculate the conversion to your local currency based on current exchange rates.
Can I request reimbursement for part of a larger purchase?
Yes! If only a portion of a larger purchase is eligible under your benefits, you may submit the full receipt and request only a portion be reimbursed. When submitting, enter the amount you're requesting and ensure your receipt clearly indicates which item or service you are requesting reimbursement for.
My expense status is "Needs information" - what do I do?
This means we need additional information from you about your purchase before we can approve it. Check your email for specific details about what additional documentation is needed.
Please note 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.
Can I request reimbursement for less than what my receipt shows?
Yes! If you do not have sufficient funds remaining in your benefit balance to cover the entire purchase, you can submit an eligible receipt for reimbursement from your remaining balance so long as the receipt's purchase total meets or exceeds that balance.
Can I attach multiple receipt images?
Yes! You may select multiple receipt images for a single reimbursement request.