Help Center / Getting Started

Setting Up Your Profile

Before you start submitting expenses and getting reimbursed, take a few minutes to set up your profile. It only takes a few steps, and it ensures you get paid back smoothly.

Note: To access the reimbursement module, your account must have the Reimbursement access role. If you don't see reimbursement options in Light, ask your admin to assign this role to you.

Adding Your Personal Details

  1. Click the gear icon to open Settings
  2. Select Profile
  3. Add or update your information:
    • Full name (as it appears on your bank account)
    • Phone number (optional, but helpful for notifications)
    • Address
    • Profile picture

Keep your name exactly as it appears on your bank account—this makes sure reimbursements land in the right place.

Note: Your email address can only be changed by an admin. If your email needs to be updated, ask your admin.

Setting Up Your Banking Information

When you submit an expense and it gets approved, Light needs to know where to send your reimbursement. You only have to do this once.

  1. In Settings → Profile, go to your reimbursement details
  2. Enter the following details:
    • Currency (the currency you want to be reimbursed in)
    • Bank Country
    • IBAN (if your bank is outside the US) or Account Number (for US banks)
    • Routing Number (US banks only)
  3. Double-check that everything is correct—Light will use this to deposit your reimbursements
  4. Click "Save"

Light automatically fills in your bank's name and address details from your IBAN or routing number, so you don't need to enter them yourself.

Security: Your banking details are encrypted and stored securely and is only used to send you money.

Notification Preferences

Control how Light contacts you:

  1. In Settings → Profile, go to "Notifications"
  2. Choose how you want to be notified:
    • In-App (web): See notifications in Light whenever you log in
    • Mobile push (if you use the Light mobile app): Get alerts on your phone
    • Slack/Teams (if your company connects these): Get alerts directly in Slack or Teams
  3. Select which types of updates you care about (e.g., reimbursement updates, task assignments, card notifications)
  4. Save your preferences

What Happens Next

Once your profile is set up, you're ready to submit your first expense. Head over to Submitting an Expense for Reimbursement to get started.

Was this article helpful?

Book a demo