Product Updates

December 2023 — receipt policies, new dashboard & more


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.

đź§ľ 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 through Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC. Deposit insurance covers the failure of an insured bank.