Check balance and recent activity
Start on the dashboard to see how much coverage is left and what claims need attention.
4 steps · 2 supporting screenshots
Open action guideDashboard Action Guides
Start with the action you need to complete. Each guide walks through steps and includes the relevant dashboard screenshots.
Shared actions
Workflows completed by both employees and admins.
Track claim status
Monitor reimbursement progress from Submitted through Paid using claim cards.
4 steps · 2 supporting screenshots
Open action guideEmployee actions
Everyday workflows employees complete in the dashboard.
Submit a new claim
Use Claims and the New Claim upload modal to send receipts for reimbursement.
4 steps · 2 supporting screenshots
Open action guideUpdate personal details and payout info
Keep profile, address, and reimbursement account details up to date in Personal Settings.
4 steps · 1 supporting screenshots
Open action guideAdmin actions
Operational workflows admins run for company management.
Manage employees
Use the Employees area to review roster details and onboard new team members.
4 steps · 2 supporting screenshots
Open action guideSet benefit classes and limits
Adjust class-level benefit structure and verify assignments against policy.
4 steps · 2 supporting screenshots
Open action guideGenerate company reports
Use Reports to export annual summaries and reimbursement totals for finance workflows.
4 steps · 1 supporting screenshots
Open action guideManage company settings and billing
Update corporate details and maintain subscription/payment settings from profile sections.
4 steps · 2 supporting screenshots
Open action guide