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, finance users, 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
Finance 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. |
| Finance | Processes approved reimbursements, creates payment batches, uploads payment proof, and reviews finance 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:
- Registration And Login
- Company Onboarding
- Initial Setup
- Reimbursement Configuration
- Reimbursement User Guide
- Approval Guide
- Finance And Batch Payment
- Delegation And Reassign Approval
- Reports And Audit
- 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 you are a finance user, read Finance And Batch Payment after reimbursement and approval setup is complete.