If your business bank account is based in the U.S., you can enable global reimbursements to pay team members in nearly any country. This guide walks you through setting that up in Expensify.

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Prerequisites

• A verified U.S. business bank account
• Workspace currency set to USD

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U.S. Document Requirements

• ✅ Global Reimbursement Application Form
• ✅ Address verification document (e.g., utility bill)
• ✅ Bank statement for direct debit setup

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Step 1: Connect a U.S. Business Bank Account

If you haven’t already, follow the instructions to connect a U.S. business bank account.

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Step 2: Enable Global Reimbursement

1. Go to Settings > Workspaces > [Workspace Name] > Reports.
2. Make sure the workspace currency is set to USD.
3. Click the Reimbursements tab.
4. Ensure the reimbursement method is set to Direct and select the correct U.S. bank account.
5. Go to Settings > Account > Wallet.
6. Click Enable global reimbursement next to the connected U.S. bank account.

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Step 3: Complete the DocuSign Form and Submit Documents

1. Complete the Global Reimbursement DocuSign form.
2. Upload required documents:
   • Address Verification Document (e.g., utility bill, lease agreement)
   • Bank Statement for Direct Debit Setup
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 send a message confirming.

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Step 4: Confirm Test Transactions

1. Expensify will send test deposits to the provided bank account: Once those are sent, our support team will ask you to verify the deposit amounts.
2. Once the test deposit amounts are confirmed, the bank account is verified to use for global reimbursement.

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Step 5: Start Reimbursing Internationally

⏳Timeline: The account is typically set up to issue global reimbursements within two business days after onboarding is complete and the bank account is verified.

Once your U.S. bank account is verified for global reimbursements:

1. Go to Settings > Workspaces > [Workspace Name] > Reimbursements.
2. Select the verified bank account as the default reimbursement bank account.
3. Instruct employees to connect their deposit account::
   • Go to Settings > Account > Wallet.
   • Click Add deposit-only bank account to enter their deposit account details.

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FAQ

Can multiple people send reimbursements?

Yes! Once verified, the primary bank connection owner can share access with other workspace admins.

How long does it take to verify an account for global payments?

It usually takes a few business days, depending on the completeness of the DocuSign form and any compliance follow-ups.

Who is the “Authorized User” on the DocuSign form?

This is the person who manages reimbursements and bank setup in Expensify.

Why can’t my employee add a non-USD deposit account?

Make sure your employee’s default workspace is set to the one linked to the bank you’re using for global payments. They can confirm their default workspace by following these steps.