Submitting a reimbursement expense

If your organization has enabled reimbursements, you can submit an expense and/or mileage for review and reimbursement. You will need to connect a personal account to receive reimbursements before you can submit an expense. Read on to learn how.

Submitting an expense on web app

1. Go to your Reimbursements page from your Mercury dashboard
2. Near the top of the page, click Submit expense
   • Note: You can also drag and drop multiple receipts on the page to submit them in bulk, and they’ll be saved as drafts
3. Select if you are submitting an expense with an amount or with a mileage
4. For expenses, uploading a receipt will allow you to pre-fill the following information. Otherwise, input the details of the transaction
5. Review the transaction details, and submit the expense as a reimbursement request

Submitting an expense on mobile

1. On either the Home page or Spends page, tap + Submit Expense
2. Select if you are submitting an expense with an amount or with a mileage
3. Uploading a receipt will allow you to pre-fill the following information. Otherwise, input the details of the transaction
4. Review the transaction details, and slide to submit the expense as a reimbursement request

Submitting expenses via email 

1. You can email receipts to reimbursement@mercury.com, expenses@mercury.com, or expense@mercury.com and they'll automatically save as drafts for your review
2. We will email you letting you know whether the receipts were successfully sent and saved as drafts, along with a link to review and submit them

Submitting reimbursement drafts 

You can save reimbursement requests as drafts by uploading receipts. This gives you time to review and edit the details before submitting them for admin approval.

Uploading drafts

1. From your Reimbursements page, drag and drop a single or multiple receipts to upload them as drafts

Reviewing and submitting drafts

1. Open any draft from your Reimbursements page on web
2. Add or edit details like category, amount, and notes
3. Click Submit to send the request for admin approval

Reimbursement timelines

You can view the status of your request from your Reimbursements page. Open the reimbursement to view a timeline of your request.  

Once a request is reviewed and approved, the reimbursement ACH will be initiated within the day, and will take a few days to process. 

Receiving reimbursement payments

You will need to connect a personal account to receive reimbursements. All reimbursements will be sent in USD to a U.S account; expenses in a non-USD currency will be converted to USD.

Manage your linked personal account on web app:

1. Go to your My profile settings page
2. Scroll down to the "Linked reimbursement bank account" section
3. Click Link account
4. Input your details and click Connect
5. Once saved, you'll be able to edit or disconnect the account as needed

Manage your linked Personal account on the mobile app:

1. Go to your Expenses tab on the mobile app
2. Tap the Account button on the top section of the page
3. Select Continue if you’d like to make edits to your linked account
4. Input your details and tap Link Bank Account

Editing reimbursement expense and mileage details

Once you have submitted an expense or a mileage for reimbursement, you can edit certain details until the request is reviewed and approved.

Editing details:

1. Go to your Reimbursements page on your Mercury dashboard. If you are an Admin, navigate to My expenses
2. Find the reimbursement request you are looking to edit and click the pencil icon to update details or trash icon to cancel the request
3. Make edits as you need and click Save when you are done

Note: Details such as the mileage rate cannot be edited. These are set in accordance with the IRS. 

Providing requested details:

An admin might request more details about a reimbursement request with a note about the necessary additional information. You'll see a "Details Requested" status if this is the case.

1. You should see the request for more information on your Tasks page. You can also find any requests that need more details on your Reimbursements page; for Admins that will be under "My expenses" tab
2. Select the request to open details panel on the table
3. A note with the admin request will give you insights on what information has been requested
4. Resubmit the expense or mileage for review by clicking Submit Edits in the footer bar of the details panel

Editing details on mobile:

1. Tap a submitted expense on your Home tab or in the Expenses page
2. Make edits as you need and click Save when you’re done