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

# My Account

> Manage your personal account settings within the organization

# 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.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-my-account.png" alt="My Account page showing personal profile and settings" />
</Frame>

## 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.

## Key Features

<CardGroup cols={2}>
  <Card title="Account Balance" icon="wallet">
    View your organization account balance, add funds, and manage your account balance within the organization.
  </Card>

  <Card title="Transactions" icon="receipt">
    View all your transactions including payments, reimbursements, and account activity within the organization.
  </Card>

  <Card title="Reimbursements" icon="file-text">
    Submit reimbursement requests, track request status, and manage your reimbursement history.
  </Card>
</CardGroup>

## 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

<Info>
  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.
</Info>

## Account Balance

### Viewing Your Balance

<Steps>
  <Step title="Access My Account">
    Navigate to **Organization** → **My Account** from your dashboard sidebar.
  </Step>

  <Step title="View Account Balance">
    See your current account balance:

    * Current balance amount
    * Available balance
    * Pending transactions
    * Account status

    <Frame caption="Account balance page">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-account-balance.png" alt="Account balance display" />
    </Frame>
  </Step>

  <Step title="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

    <Tip>
      Adding funds allows you to make payments and cover expenses within the organization.
    </Tip>
  </Step>
</Steps>

## Transactions

### Viewing Transactions

<Steps>
  <Step title="Access Transactions">
    In My Account, go to **Transactions** tab.
  </Step>

  <Step title="View Transaction History">
    See all your transactions:

    * Transaction date and time
    * Transaction type
    * Amount
    * Description
    * Status
    * Related items (invoices, reimbursements, etc.)

    <Frame caption="Transactions list">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-transactions.png" alt="List of transactions" />
    </Frame>
  </Step>

  <Step title="Filter Transactions">
    Filter by:

    * Date range
    * Transaction type
    * Amount range
    * Status
    * Related items
  </Step>

  <Step title="View Transaction Details">
    Click on a transaction to see:

    * Complete transaction details
    * Related documents
    * Payment method
    * Transaction notes
  </Step>
</Steps>

## Reimbursements

### Submitting Reimbursement Requests

<Steps>
  <Step title="Access Reimbursements">
    In My Account, go to **Reimbursements** tab.
  </Step>

  <Step title="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

    <Frame caption="Reimbursement request form">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-reimbursement.png" alt="Form for submitting reimbursement request" />
    </Frame>
  </Step>

  <Step title="Track Request Status">
    Monitor your reimbursement requests:

    * **Pending** - Awaiting review
    * **Approved** - Approved for payment
    * **Rejected** - Request rejected
    * **Paid** - Payment processed
  </Step>
</Steps>

### Managing Reimbursements

<AccordionGroup>
  <Accordion title="View Requests">
    See all your reimbursement requests:

    * Request date
    * Amount
    * Status
    * Approval date
    * Payment date
  </Accordion>

  <Accordion title="Edit Request">
    Edit pending requests:

    * Update details
    * Add receipts
    * Modify amount
    * Add notes
  </Accordion>

  <Accordion title="View Details">
    See complete request information:

    * All submitted details
    * Receipts and documents
    * Review comments
    * Payment information
  </Accordion>
</AccordionGroup>

## Account Management

### Adding Funds

<Steps>
  <Step title="Open Add Funds Dialog">
    Click **Add Funds** button on the account balance page.
  </Step>

  <Step title="Enter Amount">
    Specify the amount to add:

    * Enter amount
    * Minimum and maximum limits apply
    * Amount is in organization currency
  </Step>

  <Step title="Select Payment Method">
    Choose how to pay:

    * Credit card
    * Bank transfer
    * Other available methods
  </Step>

  <Step title="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

    <Check>
      Funds are typically available immediately after successful payment.
    </Check>
  </Step>
</Steps>

## Best Practices

<Steps>
  <Step title="Monitor Your Balance">
    Regularly check your account balance to ensure you have sufficient funds for payments and expenses.
  </Step>

  <Step title="Keep Receipts">
    Save receipts for all expenses you plan to submit for reimbursement. Upload clear, readable images.
  </Step>

  <Step title="Submit Reimbursements Promptly">
    Submit reimbursement requests as soon as possible after incurring expenses. This helps with timely processing.
  </Step>

  <Step title="Review Transactions Regularly">
    Review your transaction history regularly to ensure all transactions are correct and authorized.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't add funds">
    * 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
  </Accordion>

  <Accordion title="Transaction not appearing">
    * Wait a few minutes for processing
    * Check transaction filters
    * Verify transaction date range
    * Refresh the page
    * Contact support if transaction should appear
  </Accordion>

  <Accordion title="Reimbursement not submitting">
    * Check all required fields are filled
    * Verify receipt files uploaded successfully
    * Ensure amount is valid
    * Review reimbursement requirements
    * Try again or contact support
  </Accordion>
</AccordionGroup>

## Related Documentation

* [Organization Overview](/organization/overview) - Learn about organization features
* [Accounting](/organization/accounting) - Organization financial management
* [Members](/organization/members) - Understand member management
* [Settings](/organization/settings) - Organization-wide settings (different from My Account)