Reimbursement statements can be viewed and downloaded from the Reimbursements section of the Admin Portal.
How do I download a reimbursement statement?
To download a reimbursement statement:
Sign in to the Admin Portal.
Navigate to Reimbursements in the main Admin Portal navigation menu.
Select the reimbursement statement you want to review.
Open the options menu.
Download the statement as a PDF or CSV file.
What if the Reimbursements section is not visible in the Admin Portal?
If a dedicated Reimbursements option does not appear in the Admin Portal navigation, reimbursement statements may be located under the Reports section instead. Check Reports before contacting support.
If statements are missing from both locations, or only partial reports are available, this may indicate a portal access or account configuration issue. Contact Customer Experience and include your full name and a screenshot of your Admin Portal navigation.
What information is included?
Reimbursement statements typically include:
Employee reimbursement amounts
Approved reimbursement requests
Reporting period
Reimbursement totals
Use these reports when processing employee reimbursements.
What if I cannot download the statement?
If the download does not work after following the steps above:
Try a different browser (Google Chrome is recommended).
Open the Admin Portal in a private or incognito browser window.
Clear your browser cache and cookies, then try again.
If the issue persists, contact Customer Experience.
How do I use this statement with my payroll system?
Reimbursement statements provide the approved amounts you need to pay each employee. For step-by-step instructions on recording reimbursements in specific payroll systems such as Gusto or Paychex, search the Help Center for your payroll provider or contact Customer Experience for guidance.
Is a reimbursement statement the same as an invoice?
No.
A reimbursement statement shows the amounts employees should be reimbursed.
A subscription invoice shows charges for your Take Command account.
These are separate reports and are located in different sections of the Admin Portal.
When does this article not apply?
This article explains reimbursement statements only.
It does not explain subscription invoices or billing payments.
Key takeaway
Reimbursement statements are available from the Reimbursements section of the Admin Portal and are separate from your organization's subscription invoices.