Covered in this article:

Important notes

  • These features are 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 > Reimbursement section and not in the admin's Reimbursement section.

Adding a deposit account

Step 1: Navigate to Settings > Your Account > Reimbursement and click Add Deposit Account

Step 2: Choose your bank connection type

  • Log Into Online Bank Account: You'll be shown a list of compatible banks that offer direct online login access.
  • Manually Enter Account Details: You'll be directed to manually enter your account and routing number in order to connect.

Step 3: Login: Choose your bank account provider

  • Note: If your bank is not listed, click Exit (or the X in the top right corner) to go back to the connection type. Choose Manually Enter Account Details, then skip to Step 6.

Step 4: 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 5: If you have more than one account under that login, you will be able to select from them during this step. Otherwise, you'll see a Success message.

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

Step 6 (For the Manually Enter Account Details option only): Enter your 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 only be able to reimburse you if they are also configured in Expensify to reimburse from 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 online login credentials, scroll down the list and tap Other. Then, skip to Step 4.

Step 3: Enter your bank's online 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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