How do I request reimbursements?

Reimbursements are when you repay someone with funds from your HCB account. An example of this would be if you forgot your physical HCB card at home so you purchased something for your organization with your personal money, so you would pay yourself back with funds from your HCB account.

Head over to the "Reimbursements" tab on the menu to get started. Think of it as your stash of receipts or stuff you need to get paid back for.

Create a new report and start adding in all the details: who needs to get paid and how much, along with attaching the receipts. If it's about gas or mileage, just switch the type up at the top right corner.

You can shuffle things around, delete or edit entries using the menu with three dots.

If you haven't set up how you want to get paid yet, no worries! You'll be asked to do that when you're ready. We can send your money through checks or ACH transfers; just give us your banking info. You can always tweak these settings later in your user settings.

Once you've got everything sorted out in your report, hit submit. If you're a manager, it'll automatically go to HCB for review. Otherwise, it'll come to you to check out first.

Once it's all looked over and approved, you'll get your cash in no time! Easy peasy.

In the event a reimbursement does not work:

You can also click “Send” and request an ACH transfer, PayPal transfer*, or for a check to be sent to yourself / a team member. 

*Please note that PayPal is a third party company and has their own fees - they will charge approximately 3% of whatever you’re sending.