How do I download my Reimbursement Statement?

We'll walk you through how to download your monthly statement so you can reimburse your employees.

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Written by Support
Updated over a week ago

Ready to reimburse your employees for the month? Great! You'll want to reference your Reimbursement Statement, where we'll show you exactly how much each person is owed in a given time frame.

Here's a rundown of the steps to take to download your Reimbursement Statement. 

  1. Log in to your admin portal & click on the Reimbursements tab.

  2. Find the statement within the date range you are looking to download. Click the three dots to the right to download the statement directly as a PDF or CSV file.

  3. That's it! Now you can reimburse your employees. 

For more details on how to read your Reimbursement Statement, check out this article.

For more information about how much employees have claimed for reimbursement  within a customizable date range, check out the Reports tab in your member portal.

Still not sure where to start? Check out our Admin Resource Center for more resources and support.

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