Covered in this article:

Important Notes:

  • This feature is currently only offered in the U.S.
  • Deposit accounts do not need a validation process, but withdrawal accounts do.
  • Employee accounts should be added to their own Settings > Your Account section and not in the admin's reimbursement section.

Adding a Deposit Account

Please note: If you don’t see the option to add a direct deposit account in Settings > Your Account > Reimbursement, then you are not a current member of your company’s expense policy OR you have not successfully upgraded your own company policy.

Step 1: Click 'Add Deposit Account'

Step 2: Choose your bank account provider

  • Note: If your bank is not listed or if you do not want to log in using your bank's login credentials, click 'Other US Bank' or 'Other Country' and skip to Step 5.

Step 3: Enter your bank login credentials

  • Note: If your bank requires an additional security checkpoint, you will be directed to that after the login details are entered.

Step 4: Choose your account. If you have more than one account under that login, you will be able to select from them here.

  • Note: Please ensure the account you connect to has Direct Deposit/ACH enabled.

Step 5 (For 'Other US bank' or 'Other Country' option only): Enter your account information:

  • 'Other Country' will ask you to pick your home country before you enter the account information.
  • The deposit account is ready to receive payments once you see this screen!

How long will it take to be reimbursed to my bank account?

For smaller reports, you'll typically receive reimbursement in one business day via Rapid Reimbursement. The default limits for this are $100 per-deposit account per-day and $10,000 per-withdrawal account per-day. If you've reached either of these limits, then no problem! We will automatically defer to the typical ACH speed (4-5 business days).

Add a PayPal account to receive reimbursement (US only)

Alternatively, if your company is set up with PayPal, you may also receive a PayPal reimbursement if you don't wish to use your bank account. Please note that your company will not be able to reimburse you from any bank account, and will only be able to reimburse you if they also are paying out of a PayPal account.

Important Notes:

  • PayPal will not share your bank information, card information, or password with Expensify. It is only used to link your account to receive reimbursements.
  • It may take between 3-5 business days for the funds to clear PayPal’s hold time and be deposited in the receiver’s account.

To set this up:

Go to Settings > Your Account > Reimbursement. Scroll to the PayPal section, and then click "Link" to add your deposit account.

Setup Via Mobile

Step 1: Tap the menu icon > user icon > Set Up Reimbursement:

Step 2: Choose your bank account provider

  • Note: If your bank is not listed, or you do not want to use your bank's login credentials, scroll down the list and click 'Other.' Then, skip to Step 4.

Step 3: Enter your bank login credentials

  • Note: If your bank requires an additional security checkpoint, you will be directed to that after the login details are entered.
  • Once the login process is completed, choose your account from the account list.
  • Note: Please ensure the account you connect to has Direct Deposit/ACH enabled.

Step 4 (For the 'Other' option only): 

  • Choose your home country and then enter your account information:
  • The deposit account is ready to receive payments once you see the reimbursement account listed in your settings!

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