Start Here

Welcome to Reimburse.id. Use this guide to find the steps for the task you need to complete. You do not need to read every chapter before getting started.

If your administrator has already created your account, sign in to your company. Register a new company only if you are setting up a company that does not yet use Reimburse.id.

Choose Your Task

I Want To…	Start With
Set up a new company	Register a company, then complete Company Onboarding.
Prepare the company for its first reimbursement	Preparing Your Company for Its First Reimbursement.
Sign in	Sign In To Your Company.
Recover my password	Reset Your Password.
Understand my dashboard and menus	Dashboard And Navigation.
Submit a reimbursement and track it	Reimbursement User Guide.
Request company funds before an expense	Cash Advance User Guide.
Record Cash Advance disbursements, returns, or additional payments	Cash Advance Fund Management.
Review documents assigned to me	Approval Guide.
Prepare reimbursement payments and record the result	Payment Operations And Batch Payment.
Arrange cover for an absent approver	Delegation And Reassign Approval.
Follow up unfinished work by email	Transaction Reminders.
Review reports or prepare audit records	Reports And Audit.
Check recorded edits or account access	Activity And Login History.
Resolve a problem	Troubleshooting.

If you manage company settings, use Preparing Your Company for Its First Reimbursement for the setup journey, with links to Initial Setup and Reimbursement Configuration when you need the details. Employees do not need to complete administrator setup themselves.

Reimbursement Or Cash Advance?

Type	When It Is Used
Reimbursement	You have paid an expense and submit a claim for the company to reimburse it.
Cash Advance	You request company funds before spending, then submit a settlement explaining the actual expenses and any remaining balance. The company must enable this feature and give you access.

These are different document flows. Check your company's policy before choosing which one to use. A Cash Advance request is not a reimbursement claim.

End-To-End Flow

For a reimbursement, the main flow is:

1

Choose a form

2

Fill in the claim and receipts

3

Submit the claim

4

Follow any required approvals

5

Payment team prepares payment

6

Payment is made through the company's payment channel

7

Payment status and proof are recorded

Reimburse.id brings payment administration and recording together: preparing batches, exporting spreadsheets, tracking statuses, and keeping payment proof. The company performs the actual fund transfer through its bank or another payment channel. Recording a payment in Reimburse.id does not initiate a transfer.

Main User Types

Responsibility	Typical Tasks
Administrator	Sets up company settings, users, access, positions, and forms.
Employee or requester	Submits claims, attaches receipts, and checks progress.
Approver	Reviews documents currently assigned to them.
Payment team	Prepares payment information and records payments completed through the company's payment channel. This may be handled by HR, administration, or another team.
Reviewer or auditor	Reads permitted reports and document history.

One person may have several responsibilities. Menus and actions depend on the access your administrator has granted, not just your job title.

Recommended Reading Order

Setting up a company: Registration → Onboarding → Preparing Your Company for Its First Reimbursement. Use Initial Setup and Reimbursement Configuration as the detailed references linked from that journey.

Using an existing company: Sign in → Dashboard And Navigation → choose your task from the table above.

Use the grouped sidebar to move between topics, or search for a menu or task name. For an unfamiliar term, see the Glossary.