Quickstart

This walks through one complete cycle so you know what the app expects before you rely on it.

1. Create your account

Sign up with email and a password, or continue with Google or Microsoft. If your company already uses Reimbilly, use the invite link they sent — signing up separately creates a personal account that is not connected to their workspace.

2. Capture a receipt

Open Scan and photograph the receipt, or import an existing image or PDF. Extraction runs automatically; review the vendor, date, amount and category before saving, because an incorrect amount is the single most common cause of a rejected report.

3. Build a report

Reports group expenses into one submission. Create one, attach your expenses, and add a short description of what the spend was for — approvers reject vague reports more often than expensive ones.

4. Submit

Submitting locks the report and sends it to your approver. You cannot edit a submitted report; if something is wrong, ask the approver to send it back.