Creating a reimbursement
- From the dashboard: Click New in the Reimbursements section.
- Via email: Email your receipt to reimbursements@zeni.ai. Zeni creates a draft automatically.
Note: Your admin must enable reimbursements for your company before you can submit. If you don't see the Reimbursements section, contact your finance team or admin.
Uploading your receipt
Upload a photo or file of your receipt. Zeni's AI will automatically read and fill in the expense details. You can skip autofill and enter everything manually.
Note: Potential duplicate submissions are flagged before you submit — so you won't accidentally get reimbursed twice for the same expense.
Reviewing and categorizing
After AI fills in the details, review everything carefully. Then categorize:
- Out of pocket — for any regular business purchase (meals, supplies, software, etc.)
- Mileage — for business driving expenses (only available if your admin has enabled mileage)
If any required fields are missing, Zeni will highlight them before you can submit.
Submitting for approval
Click Submit for Approval. Your reimbursement routes to the appropriate approver based on your company's approval flow. You'll receive an update when it's approved or if changes are requested.
Tracking your reimbursement
- Approval — Submitted and waiting for approver review.
- Scheduled — Approved and scheduled for payment.
- Paid — Payment sent to your linked bank account.
