Overview

This guide explains how to use reimburse.id from company setup through daily reimbursement, approval, payment, reporting, and troubleshooting.

The guide is written for administrators, payment teams, approvers, and employees. Each chapter explains what a menu is for, who normally uses it, and how to complete the main tasks.

End-To-End Flow

A typical company flow looks like this:

1

Company onboarding

2

Initial setup

3

Reimbursement configuration

4

Employee submits reimbursement

5

Approver reviews reimbursement

6

Payment team processes payment or batch payment

7

Reports and audit review

Main User Types

User Type	Main Responsibility
Administrator	Sets up the company, users, roles, forms, master data, and configuration.
Employee	Creates reimbursement claims and tracks their status.
Approver	Reviews assigned reimbursements or batch payments.
Payment Team	Processes approved reimbursements, creates payment batches, uploads payment proof, and reviews payment-related reports.
Auditor	Reviews reports, document history, and audit trail when access is granted.

Recommended Reading Order

Read the guide in this order if you are setting up a new company:

1. Registration And Login
2. Company Onboarding
3. Initial Setup
4. Reimbursement Configuration
5. Reimbursement User Guide
6. Approval Guide
7. Payment Operations And Batch Payment
8. Delegation And Reassign Approval
9. Reports And Audit
10. Troubleshooting

If you are an employee, you can start with Registration And Login and then continue to Reimbursement User Guide.

If you are an approver, read Approval Guide after you understand the reimbursement flow.

If your role is responsible for completing reimbursement payments, read Payment Operations And Batch Payment after reimbursement and approval setup is complete.