What is a Reimbursement and How to Request One

What is a Reimbursement and How to Request One

A reimbursement is a request to have personal or out-of-pocket business expenses repaid by your company. With SiFi, anyone in your organization can create a reimbursement request directly from the mobile app or web portal, making the process quick and transparent.

What You Can Do with Reimbursements

  • 📄 Upload Invoices/Receipts – Capture proof of business expenses

  • 🔎 OCR Auto-Fill – SiFi automatically reads invoice details (invoice number, date, due date, TRN, IBAN, line items)

  • ✅ Approval Workflow – Requests follow your company’s reimbursement approval policy

  • 💸 Manual Payment – Once approved, Finance/Admin will process the reimbursement payment

How to Request a Reimbursement


Mobile App or Web:

  1. Click “Create Reimbursement” ➕

    • Available from both the mobile app and desktop portal.

  2. Upload Invoice or Receipt 📎

    • Drag and drop, take a photo, or upload a file.

    • OCR automatically fills key fields like invoice number, TRN, IBAN, and line items.

  3. Review & Edit Details ✏️

    • Confirm that all details are correct.

    • Add business purpose, category, or project if required.

  4. Submit Request 🚀

    • The request moves into Pending Approval state.

    • You’ll be notified as it progresses.

Canceling a Reimbursement Request

  • Employees:

    • Can cancel a request while it’s still in Pending Approval.

  • Admins/Finance Managers:

    • Can cancel both Pending Approval and Approved requests if needed.

Approval Flow

  • All reimbursement requests are routed according to your company’s Approval Policy.

  • Depending on the rules set, approvals may require one or multiple approvers before Finance/Admin can process the payment.

  • Final payment is manual, and completed by Admin/Finance Manager in the Approved tab.


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