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Expense Management

  • Getting started with expense management
  • Budgets: Setting up team spend
  • Automatically match receipts to transactions
  • How to categorize transactions in your Mercury business account
  • Enforcing spend policies with automatic card locking
  • Reimbursements overview
  • Automatically match receipts with Gmail
  • Using SMS for receipt reminders and uploads
  • Automatically forward receipt emails to Mercury
  • Managing card spend policies
  • Managing reimbursement policies
  • Submitting a reimbursement expense
  • Reviewing reimbursements
  • Team spend: "Mercury Gift" promotion terms

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