If your admin has set you up with Reimbursement access, you can use Light to get reimbursed for personal expenses. 

In order to get reimbursed you first need to fill in your account details. 

Go to app.light.inc and sign in with the sign-in method of choice that has been set up for your company (e.g. Google, SSO or username and password). If it is your first time signing in, click “Sign up” and enter your email, password and register with your MFA of choice (1Password, Google or Microsoft Authenticator, or other). 

Once you have signed in, you will see the Light homepage. At the left is your menu bar, at the top you can see a few options (depending on your access roles), with “My expenses” being the page for setting up your reimbursement profile.

Setting up your profile

Click “My expenses” to see your expenses

If you havn’t set up your profile yet, you will be guided through the onboarding flow. 

Input your contact information and click next to see the reimbursement details. Here you must enter the data for your own reimbursement details.

Start with selecting which country your bank account is in, and the form will show which fields are applicable for your situation. 

Fill in the bank details from where you want to be able to get reimbursed to and click done.

Filing expenses

Once you have set up your profile you can upload an expense. To submit an expense, simply drag the file into the screen or click “upload receipt” to upload your receipts. 

Once your profile is set up, you can also upload receipts via the Teams or the Slack bot, by simple uploading into the chat with the bot. To message the bot, either select it from the left side shortcut or create a new message and type in “Light” in the recipient field and it should come up. 

If the bot is not showing it has not been installed in your Teams or Slack workspace.

When you upload a receipt it will automatically be parsed and extract the details (amount, time, description, etc) from the receipt. 

Once you have filed all expenses, you can click submit for approval, and the expenses will be routed to finance for approval, and you can track the progress in the “Processing” tab. 

Once it has been approved fully the funds will be sent to your bank account. 

If you need to split an expense into different lines or delete a receipt you uploaded by mistake, click the 3 dots next to the amount.