Purpose
This article describes how to turn on reimbursements for your organization using the web app.
Audience
This article is intended for administrators of organizations with expense management.
Prerequisite
In order for you to turn on reimbursements for your organization, you must first verify your company information in accordance with the Know Your Customer initiative.
For users to receive reimbursements, there are also additional prerequisites. Review our reimbursements articles for more information:
Learn about prerequisites and the time frames for reimbursements once they’re set up
Learn about how to add a bank account for reimbursements
Turn on reimbursements for your organization
To turn on reimbursements for your organization on the web app, take the following steps:
From the navigation menu, select Company Settings > Expenses > Expense Policy.
Select the expense policy for which you want to turn on reimbursements or Add Expense Policy to add a policy for which you want to turn on reimbursements.
In the Reimbursements section, select Edit. Or, if creating a new policy, complete each policy section to get to the Reimbursements section.
Turn the Reimbursements toggle to On.
Note: If the Reimbursements toggle is Off, review the next section of this article.Once the Reimbursements toggle is On, the Company Bank Account and Reimbursement Schedule fields unlock. Complete those fields and select Save (Figure 1).
Figure 1. Reimbursements fields unlocked
Complete your Know Your Customer verification
If you have not yet verified your company information in accordance with the Know Your Customer initiative, the Reimbursements toggle will remain disabled, and you will not have access to turn it on until you complete the verification. In this case, an informational banner also appears (Figure 2). The Learn More option in the banner directs you to the relevant support article.
Figure 2. Reimbursements toggle defaulting to Off
Once you’ve completed the Know Your Customer initiative verification, the Reimbursements toggle will be enabled, and you can complete the remaining steps described in the previous section of this article to turn on reimbursements.
Need help?
For assistance, use the online chat feature
From the web app: Select the Help & Support icon at the top-right (that is, the question mark icon) and select "Chat with Us."
From the mobile app: Open the navigation menu and select "Chat with Us.
Publish date: August 20, 2025
Last update: July 8, 2026