Product Updates

December 2023 — receipt policies, new dashboard & more


By: Mercury
December 4, 2023

Mercury is engineered to make sure you don’t lose sleep thinking about banking. Keep reading to discover the latest ways we've improved your banking experience.

🧾 Streamline your expense tracking with receipt policies

The key to keeping your employees accountable, your bookkeeper sane, and your company compliant? Setting a receipt policy with custom criteria so that cardholders know exactly when they’re required to upload a receipt for credit and debit transactions. And with the Mercury mobile app, they can even attach receipts on the go and receive reminders about missing ones.

🏠 Settle into your new homepage

Your command center just got a serious upgrade. Snap into action with quick access to your accounts, harness monthly cash flow insights to determine where to cut costs, and stay in the loop with up-to-the-minute transaction history.

🆔 Verify your identity with the Mercury app

By now, you're probably used to third-party authenticator apps and Mercury's 2-factor authentication. To make your login process even smoother, we've built a new feature that allows you to use your iOS or Android Mercury app for 2FA instead, available upon signup. This step-by-step guide will walk you through the setup.

Bite-sized improvements:

  • Accidentally remove a team member from your org? There’s an “undo” button for that: just go to your Team page and submit a “Restore” request.

Don't have a Mercury account yet? Give our customizable demo a spin — it’s outfitted with all our latest bells and whistles to give you the full product experience.

Disclaimers and footnotes

    Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC. Deposit insurance covers the failure of an insured bank.