If your business operates out of the U.K., you can enable global reimbursements from your GBP business account in Expensify. Follow this guide to complete the setup and start reimbursing internationally.

Prerequisites

• A verified UK business bank account
• Workspace currency set to GBP

United Kingdom Document Requirements

• ✅ Partner Application Form
• ✅ Address verification document
• ✅ Bank statement
• ✅ Proof of Beneficial Ownership
• ✅ Copy of ID & Address for Signatories

Step 1: Connect Your UK Bank Account

1. Go to Settings > Workspaces > [Workspace Name] > Reports.
2. Confirm the workspace currency is set to GBP.
3. Click the Reimbursements tab.
4. Set the reimbursement method to Direct.
5. Click Add business bank account.
6. Select United Kingdom as the country and confirm the currency is GBP.
7. Enter your bank account details and click Save & Continue.

Step 2: Submit the DocuSign Form

1. Complete the Global Reimbursement DocuSign form.
   • Our Compliance Team will review your form and may request additional documentation.
2. Upload required documentation:
   • Address verification document
   • Bank statement or voided check
   • Proof of Beneficial Ownership
   • Copy of ID & Address for Signatories
3. Our Compliance Team will review your form and contact you if additional information is required.
4. Once the review is complete, our support team will contact you to confirm.

Step 3: Sign Direct Debit Authorization Mandate

This is a signed document authorizing a client’s bank to pull payments via direct debit.

1. Expensify will send you a Direct Debit Authorization form to sign.
2. Send the signed authorization form to your bank.
3. Return the signed authorization form to Expensify.
4. Once the account is set up for direct debits (typically takes 10 to 12 business days to complete), communicate to Expensify support that is complete.

Step 4: Confirm Test Payment

1. Expensify will send a test payment to the bank account: Once sent, our support team will ask you to verify the payment amount.
2. Once the test payment is confirmed, the bank account is verified to use for global reimbursement.

Step 5: Reimburse Internationally

⏳Timeline: After the executed mandate (authorization form) is signed and sent to your bank, it takes 10–12 business days for the bank account to be set up for direct debits.

Once the bank account is approved for global reimbursement:

1. Go to Settings > Workspaces > [Workspace Name] > Reimbursements.
2. Choose your verified EU account as the default reimbursement method.
3. Instruct employees to connect their deposit account:
   • Go to Settings > Account > Wallet.

   • Click Add deposit-only bank account and input their account details.

FAQ

Can other admins reimburse internationally?

Yes. Once verified, any admin on the workspace can use the bank account to issue reimbursements.

What is a signatory?

A signatory is someone authorized to act on behalf of the business, typically a director or senior finance admin.