This article provides an overview of how to manage reimbursements using the integrated Slack app. The process is designed to offer a seamless, mobile-friendly experience, allowing you to capture and submit reimbursement requests on the go.

Mobile-First Experience

Quick Capture:
The Slack app, optimized for mobile use, enables you to take a picture of receipt documents when you’re on the go. Simply upload the image directly into your Slack environment.

Easy Access:
Look for the Light app icon within your Slack sections. If it’s not immediately visible, start a new message and type "light" at the top to access the app.

Uploading a Reimbursement Request

File Upload:
You can upload a reimbursement request file (such as an invoice) directly from your desktop. There’s no need for additional text; just upload the file and let the system process it.

Processing and Matching:
Once uploaded, the system automatically processes the file. In instances where your setup includes card transactions, the app will attempt to match the receipt to a corresponding card payment. If no match is found, you can manually select the reimbursement option to move the file through the reimbursement workflow.

Reimbursement Workflow

Automated Parsing:
The app parses all the details from your uploaded document, making it easy to review and confirm your expense details.

Visibility in Light:
After processing, your expenses are visible in the Light app under "My expenses." This allows for a clear overview of all submitted reimbursement requests.

Submission for Approval:
Once you’ve reviewed and are satisfied with the details, you can submit the reimbursement request for approval. This final step ensures that your expenses are set for reimbursement.