Enabling reimbursements

If you’re an admin, you can add a reimbursement policy that will allow you to review, approve, and reimburse team member expenses directly from your Mercury dashboard. This will give all team members access to submit expenses for review and reimbursement.

Team members with approval permissions (i.e. Admins) can review and approve expenses for reimbursement.

Enabling reimbursements

  1. Navigate to your Reimbursements page from the left-hand side of your dashboard.
  2. Click Enable reimbursements.
  3. Complete the steps in the enablement flow.

Managing reimbursement source account

Reimbursements will be paid directly from your Mercury dashboard to your team members linked accounts. You can select a source account for reimbursements and edit as needed:

  1. From your Reimbursements page, click on Settings in the top right of the page.
  2. Select the account you want to send reimbursements from in the accounts dropdown menu. This will save your selection.
  3. Click Done to exit.

Managing rules for expense submissions

Add rules for how and when team members are required to submit expenses and mileage for reimbursement.

  1. From your Reimbursements page, click Settings in the top right of the page.
  2. Click Manage policies shown above the list of active policies.
  3. On the Settings > Policies page, navigate to the Reimbursements tab.
  4. Click Edit to manage an existing rule. These rules are guidelines for the expense information that team members must submit.
    1. Receipt submission requirements – Request that team members submit receipts above a custom dollar amount. You can choose to warn team members, which still allows them to submit an expense without a receipt attached, or block the submission outright if one isn’t attached.
    2. Business purpose note - Same as above, you can either warn team members but still accept submissions without a note or block submission if the note isn’t included.
    3. Expense submission timeframe can be customized. The IRS recommends expense and mileage submissions within 30 of the transaction incurring and no later than 60 days.