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.

Prerequisites

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

U.S. Document Requirements

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

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.

Step 2: Enable Global Reimbursement

1. Go to Settings > Workspaces > [Workspace Name] > Overview.
2. In the Report Currency dropdown, select USD.
3. Navigate to Settings > Workspaces > [Workspace Name] > Workflows.
4. Scroll to Make or track payments.
5. Set the reimbursement method to Direct and select the correct U.S. bank account.
6. Go to Settings > Account > Wallet.
7. Click Enable global reimbursement next to the connected U.S. bank account.

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.

Step 4: Confirm Test Transactions

1. Expensify will send test deposits to the provided bank account: These are small deposits from our global payments partner, Corpay-Cambridge Mercantile, and are part of the final verification step.
2. Check with your bank and let us know once you see them: These test transactions won’t appear in Expensify — you’ll need to monitor your bank account and tell us once they’re received.
3. We’ll confirm once verification is complete: After we hear from you, we’ll complete the verification process and let you know when you’re ready to start sending international reimbursements.

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] > Workflows.
2. Scroll to Make or track payments.
3. Select the verified bank account as the default reimbursement bank account.
4. Instruct employees to connect their deposit account:
   • Go to Settings > Account > Wallet.
   • Click Add deposit-only bank account to enter their deposit account details.

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.