Skip to main content

Submitting a reimbursement request

Steps needed to submit a reimbursement via desktop or mobile app.

Anna Davidson avatar
Written by Anna Davidson
Updated today

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. Reimbursements are also currently only available for allowances - you can read more about reimbursement restrictions here

How To Submit A Reimbursement Request Via Desktop:

  1. Locate the the 'Wallet' tab on the platform.

  2. Select the card you wish to submit a reimbursement for.

  3. If you have the capability, you should see the 'Request reimbursement' button showing.

4. Once selected, you should be brought to a new page, where you will enter the

details needed to submit the reimbursement. Please note the file limit for the

upload is 8GB.

5. Before submitting the reimbursement, make sure the correct bank account is

linked. If this is incorrect, the payment will fail.

Once submitted, 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.

How To Submit A Reimbursement Request Via Mobile App:

  1. Locate the the 'Wallet' tab on the platform.

  2. Select the card you wish to submit a reimbursement for.

  3. If you have the capability, you should see the 'Request reimbursement' button showing.

4. Once selected, you should be brought to a new page, where you will enter the

details needed to submit the reimbursement. Please note the file limit for the

upload is 8GB.

5. Before submitting the reimbursement, make sure the correct bank account is

linked. If this is incorrect, the payment will fail.

Please note: It's crucial to ensure you have sufficient funds on your Ben card to cover the reimbursement before submitting (including any potential currency conversion differences). If you do not have enough funds, the reimbursement request will fail to submit.

Not received your reimbursement? Check out the articles below which may help answer why:

Did this answer your question?