Submitting an expense for reimbursement

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.
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.

Reimbursement timelines

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; 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 personal bank accounts" 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 the details at any time 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 Your expenses.
2. Select the reimbursement request you are looking to edit.
3. Make edits as you need and click Save when you are done.

Providing requested details:

An admin might request more details about a reimbursement request with a note about the necessary additional information.

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 "Your 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.