If you have already paid for something on your personal card and would like to (fully or partially) offset the cost from your Ben budget you can submit a reimbursement request.
Please note❗️this feature is only available if your company allows it on the card; if you follow these instructions and cannot see the ability to request a reimbursement then it is likely you do not have the capability on that card.
How to submit a Reimbursement Request 📝
1. Head to the card you'd like the reimbursement amount to be deducted from (you may then be prompted to enter your passcode to view all card actions)
2. Scroll down to view available actions that can be made on the card, which are chosen by your admin team. This should look similar to the image below:
3. Complete the Reimbursement Request form by adding:
The details of your purchase
The details of the personal account you'd like like to receive the reimbursement
A receipt and any additional notes. (Please note the file limit for the upload is 8GB).
Click 'Request Reimbursement' to submit.
Please note❗️It's crucial to ensure you have sufficient funds on your Ben Card to cover the reimbursement (including any potential currency conversion differences)
What happens next?
Your request is now pending 🎉 and the amount will immediately be deducted from your allowance.
Your company's Ben Admins (usually someone from your People or Finance team) will receive and review your Reimbursement Request. You'll then receive an email to let you know whether your request has been approved or declined.
When to expect your reimbursement!
Check out our help article here on when you should expect to receive your reimbursement.
If you need any further help with submitting a reimbursement request, please get in touch with our Support Team via our support chat 👉