> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Reimbursement Request

> Reimbursements let you get paid back for out-of-pocket expenses when you can't use your PEX card. Upload a receipt and PEX creates the request for you.

Reimbursements let you get paid back for out-of-pocket expenses when you can't use your PEX card. Upload a receipt and PEX creates the request for you.

**What you'll learn:**

* [Submitting a reimbursement request](#submitting-a-reimbursement-request)
* [Tracking your request status](#tracking-your-request-status)
* [Tracking the payment status](#tracking-the-payment-status)
* [Updating your bank account](#updating-your-bank-account)
* [FAQ](#faq)

## Submitting a reimbursement request

**Before you start:** Log in to the Dashboard at [dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support) as a cardholder, then go to **Requests → Reimbursements** and click **New Reimbursement**.

### Option 1: Upload receipt(s)

<Steps>
  <Step>
    Click **Upload** or drag and drop your receipt.
  </Step>

  <Step>
    PEX automatically extracts data and fills out the form. This may take a few moments to process.
  </Step>

  <Step>
    While data is processing, add your bank account:

    * Click **Add an external account**.
    * Log in via Instant Account Verification (recommended).
    * Or click the **Click here** link under "Add External Bank account" to manually enter account and routing numbers.
  </Step>

  <Step>
    Check the two agreement boxes.
  </Step>

  <Step>
    Click **Submit**.
  </Step>
</Steps>

<Note>
  **Note:**

  You only need to add your bank account and agree to terms the first time you submit a request.
</Note>

### Option 2: Create manually

<Steps>
  <Step>
    Upload a receipt (optional).
  </Step>

  <Step>
    Enter merchant name, purchase date, and amount.
  </Step>

  <Step>
    Add tag values and notes (optional).
  </Step>

  <Step>
    Add your external bank account (see Option 1, step 3).
  </Step>

  <Step>
    Check the two agreement boxes.
  </Step>

  <Step>
    Click **Submit**.
  </Step>
</Steps>

### Option 3: Mileage reimbursement

<Steps>
  <Step>
    Select **Enter mileage details** from the dropdown.
  </Step>

  <Step>
    Enter the travel date, starting point, and destination.

    * PEX calculates mileage using the Google Place API.
  </Step>

  <Step>
    Enter odometer readings for more accurate calculations (optional).
  </Step>

  <Step>
    Turn on the **Round trip** toggle if applicable.
  </Step>

  <Step>
    Review the calculated mileage and amount.
  </Step>

  <Step>
    Add tags and notes (optional).
  </Step>

  <Step>
    Add your external bank account (see Option 1, step 3).
  </Step>

  <Step>
    Check the two agreement boxes.
  </Step>

  <Step>
    Click **Submit**.
  </Step>
</Steps>

**Mileage calculation:**

* **With addresses only:** Calculated using the Google Place API.
* **With odometer values:** Calculated from actual readings (more accurate).
* **Round trip with addresses:** Mileage and amount are doubled.
* **Round trip with odometer:** Toggle is informational only — no impact on calculations.

## Tracking your request status

Go to **Requests → Reimbursements**:

* **New Requests tab:** Pending approvals.
* **History tab:** Approved and rejected requests.

You'll receive an email or push notification when your request is approved or rejected.

## Tracking the payment status

Go to **Payments** to see all transfers to your bank account.

**Payment timing:** The estimated transfer date may post up to 2 business days later, depending on your bank. Transfers initiated outside business hours don't count toward the estimate.

<Note>
  **Note:**

  One payment may include multiple reimbursement requests.
</Note>

## Updating your bank account

To change the bank account for reimbursements:

<Steps>
  <Step>
    Go to your **Profile** page.
  </Step>

  <Step>
    Delete your current external account.
  </Step>

  <Step>
    Create your next reimbursement request — you'll be prompted to link your new bank account.
  </Step>
</Steps>

<Note>
  **Note:**

  You must delete your existing account before linking a new one.
</Note>

## FAQ

**Can I submit reimbursement requests via the mobile app?**

Yes, the mobile app supports reimbursement submissions.

**Where can I see my reimbursement status?**

You will receive a notification (email and push) once your reimbursement request is approved or rejected.

**Where can I see when my reimbursement will be paid?**

The payout date appears on the reimbursement details page once the payment transfer is scheduled and approved. Until then, it shows as "N/A."

**Can I edit my reimbursement request after submitting?**

No, but admins can edit it before approval or rejection.

**Can I change the reimbursement rate for mileage?**

No, only admins can change the rate.

**Why don't I see the "Enter mileage details" option?**

Your admin has disabled the Mileage Reimbursement feature for your account.

**Can I change the amount for mileage reimbursements?**

No, the amount field is locked. However, you can edit odometer values and the amount will recalculate automatically.

**How does the "Round trip" toggle logic work?**

If only the starting point and destination are provided, the mileage and amount will be doubled. If odometer readings are provided, the round-trip toggle serves only an informational function — there will be no impact on the mileage or reimbursement amount.