Add a Payment Method in the Reimbursement Tool 

Categories: Beginner Author: @mabolek

The TYPO3 Reimbursement Tool is the budget and expense management tool for the TYPO3 ecosystem.

As a TYPO3 contributor, you can use it to request and track reimbursements for expenses, work time, or contribution rewards. Reimbursements are reviewed by the budget owner and transferred to you through PayPal or bank transfer.

Learning objective 

In this step-by-step guide you will add bank or PayPal account information to the Reimbursement Tool.

Prerequisites 

Tools and technology 

Knowledge and skills 

  • None beyond basic computer literacy.

Log in to the Reimbursement Tool 

  1. In your web browser, go to reimbursement.typo3.com.
  2. If you are not already logged in, click on the gray Login button.

You will see the Reimbursement Tool dashboard. It is titled My Reimbursements.

Add a payment method 

  1. Click on your name in the top right corner to open the user menu.

A website header shows Reimbursement with navigation links for Home and Budgets. A user menu for John Doe is open, displaying options for Payment Methods and Sign out.

  1. From the user menu, select Payment Methods. You will be redirected to the payment methods summary page.

A payment methods page showing two bank transfer (IBAN) entries. One is labeled as the preferred payment method, and an option to add or delete payment methods is visible.

  1. Click on the black Add payment method button. You will be redirected to the payment method creation form. The form will default to the IBAN payment method.
  2. From the Type drop-down menu, select either Bank transfer (IBAN) or PayPal. The form will update accordingly.

The next steps are different, depending on which payment method you selected.

Fill in the form for Bank transfer (IBAN) 

A payment method form with a dropdown menu selecting Bank transfer (IBAN), fields for IBAN, BIC/SWIFT, account holder name, a checkbox to set as preferred method, and an orange Save button.

  1. In the Type drop-down menu, ensure that Bank transfer (IBAN) is selected.

  2. Fill in the other fields as follows:

    • IBAN: Enter your IBAN number, as supplied by your bank. The IBAN consists of up to 34 alphanumeric characters, starting with a two-character country code. For example: XX12345678901234
    • BIC/SWIFT: Enter your bank’s BIC/SWIFT code, as supplied by your bank. The BIC/SWIFT code consists of up to 11 alphanumeric characters. For example: FOOBAR123
    • Account holder: The name of the account holder, presumably your name.
  3. Check the Set this as my preferred payment method checkbox if you would like to use this payment method as your default payment method.
  4. Click on the orange Save button. You will be redirected to the payment methods summary page.

Your payment method should now be visible in the list on the payment methods summary page.

Fill in the form for PayPal 

A payment method selection form showing a dropdown with Bank transfer (IBAN) and Paypal options. Paypal is selected. There is a field for Paypal email and a checkbox to set as preferred payment method. A yellow SAVE button is below.

  1. In the Type drop-down menu, ensure that Bank transfer (IBAN) is selected.
  2. In the PayPal email field, enter the email address connected to your PayPal account.
  3. Check the Set this as my preferred payment method checkbox if you would like to use this payment method as your default payment method.
  4. Click on the orange Save button. You will be redirected to the payment methods summary page.

Your payment method should now be visible in the list on the payment methods summary page.

Summary 

You have now created a payment method and can receive reimbursements from the TYPO3 Association to your bank or PayPal account.

Next steps 

Resources