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My Account

The My Account section allows you to manage your personal profile, preferences, and account settings within an organization. This is your personal space that’s separate from organization-wide settings.
My Account page showing personal profile and settings

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Overview

My Account is where you manage everything related to your personal presence in the organization. Update your profile, configure notifications, view your activity, and manage your personal data.

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Key Features

Account Balance

View your organization account balance, add funds, and manage your account balance within the organization.

Transactions

View all your transactions including payments, reimbursements, and account activity within the organization.

Reimbursements

Submit reimbursement requests, track request status, and manage your reimbursement history.

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My Account Sections

The My Account section includes:
  • Account Balance - View balance and add funds to your organization account
  • Transactions - View transaction history and account activity
  • Reimbursements - Submit and track reimbursement requests
My Account is your personal account management within the organization, separate from organization-wide settings. It focuses on your individual account balance, transactions, and reimbursements.

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Account Balance

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Viewing Your Balance

1

Access My Account

Navigate to Organization → My Account from your dashboard sidebar.
2

View Account Balance

See your current account balance:
  • Current balance amount
  • Available balance
  • Pending transactions
  • Account status
Account balance display

Account balance page

3

Add Funds

Add funds to your account:
  1. Click Add Funds
  2. Enter amount
  3. Select payment method
  4. Complete payment
  5. Funds are added to your balance
Adding funds allows you to make payments and cover expenses within the organization.

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Transactions

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Viewing Transactions

1

Access Transactions

In My Account, go to Transactions tab.
2

View Transaction History

See all your transactions:
  • Transaction date and time
  • Transaction type
  • Amount
  • Description
  • Status
  • Related items (invoices, reimbursements, etc.)
List of transactions

Transactions list

3

Filter Transactions

Filter by:
  • Date range
  • Transaction type
  • Amount range
  • Status
  • Related items
4

View Transaction Details

Click on a transaction to see:
  • Complete transaction details
  • Related documents
  • Payment method
  • Transaction notes

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Reimbursements

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Submitting Reimbursement Requests

1

Access Reimbursements

In My Account, go to Reimbursements tab.
2

Create Reimbursement Request

Submit a new reimbursement:
  1. Click New Reimbursement or Request Reimbursement
  2. Enter expense details
  3. Upload receipts
  4. Add description
  5. Submit request
Form for submitting reimbursement request

Reimbursement request form

3

Track Request Status

Monitor your reimbursement requests:
  • Pending - Awaiting review
  • Approved - Approved for payment
  • Rejected - Request rejected
  • Paid - Payment processed

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Managing Reimbursements

See all your reimbursement requests:
  • Request date
  • Amount
  • Status
  • Approval date
  • Payment date
Edit pending requests:
  • Update details
  • Add receipts
  • Modify amount
  • Add notes
See complete request information:
  • All submitted details
  • Receipts and documents
  • Review comments
  • Payment information

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Account Management

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Adding Funds

1

Open Add Funds Dialog

Click Add Funds button on the account balance page.
2

Enter Amount

Specify the amount to add:
  • Enter amount
  • Minimum and maximum limits apply
  • Amount is in organization currency
3

Select Payment Method

Choose how to pay:
  • Credit card
  • Bank transfer
  • Other available methods
4

Complete Payment

Complete the payment process:
  1. Review amount and payment method
  2. Complete payment
  3. Funds are added to your balance
  4. Transaction appears in transaction history
Funds are typically available immediately after successful payment.

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Best Practices

1

Monitor Your Balance

Regularly check your account balance to ensure you have sufficient funds for payments and expenses.
2

Keep Receipts

Save receipts for all expenses you plan to submit for reimbursement. Upload clear, readable images.
3

Submit Reimbursements Promptly

Submit reimbursement requests as soon as possible after incurring expenses. This helps with timely processing.
4

Review Transactions Regularly

Review your transaction history regularly to ensure all transactions are correct and authorized.

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Troubleshooting

  • Verify payment method is valid
  • Check payment method limits
  • Ensure you have permission to add funds
  • Try a different payment method
  • Contact support if issue persists
  • Wait a few minutes for processing
  • Check transaction filters
  • Verify transaction date range
  • Refresh the page
  • Contact support if transaction should appear
  • Check all required fields are filled
  • Verify receipt files uploaded successfully
  • Ensure amount is valid
  • Review reimbursement requirements
  • Try again or contact support