Setup steps
- Open Reimbursements — Log in to app.zeni.ai, click Reimbursements in the left navigation, then click Setup Reimbursements.
- Verify your business identity — Fill in your business details and click Send for Verification.
- Connect your bank — Link your Zeni Checking account or a preferred external bank as the funding source.
- Configure approval flows — Set up who approves reimbursements and any amount-based limits.
- Set mileage rates — Configure the per-mile reimbursement rate. Defaults to the current IRS mileage rate.
Approval flows
All Zeni Reimbursement users can view the dashboard, but only users assigned to an approval role receive approval notifications. You can configure which roles can approve reimbursements and set amount limits — for example, requiring additional approval for reimbursements over a certain dollar threshold.
Reimbursement settings can be found in the Reimbursement tab, on the top right hand corner of your dashboard, click on the three dots next to New.
Mileage rates
Set a custom per-mile rate or use the IRS standard mileage rate (default). This rate is applied automatically when employees submit mileage reimbursements.
Note: If mileage reimbursements are not enabled, employees won't see the mileage option when submitting expenses.
