Once your inDinero reimbursements page has been set-up, employees and contractors can submit reimbursement requests for approval.
For example, Jane from Lyons Den is a new employee that needs to have two business travel expenses reimbursed. They received their unique link via email from the company.
Once opened, Jane can create their profile as well as easily request reimbursements.
Step 1: Select your unique company reimbursement link.
Step 2: Enter your email address and full name.
Step 3: After you fill out your name and email, add in the desired bank account and routing routing number in the auto-populated boxes.
Note: This data will be saved and paired with the email given in Step Two for future reimbursements and can easily be updated by selecting Edit to the right of the account number.
Step 4: Begin to add in the reimbursement information:
- Reimbursement category
- Attach a receipt
Step 5: For multiple reimbursements, select Add More and repeat until finished. In this case, Jane will select this option to fill in their remaining travel expenses.
Step 6: Select Submit to send to the approver.
Once your reimbursements have been approved, the funds will be deposited within seven business days after processing!