February 2024 — mind-reading search, panoramic views & more
By: Mercury
February 12, 2024
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.
Your beloved search bar now has even more time-saving shortcuts. Just enter a simple phrase to complete banking tasks — such as “send $5K to Jason Green.” In addition to sending money, you can issue cards, transfer between accounts, invite new team members, and more — no need to dig through your dashboard.
Users who oversee multiple organizations on Mercury can now enjoy a bird’s-eye-view of all their accounts at once. To get the full view of your organizations, click “Panorama” from your sidebar. This will give you a snapshot of account balances, transactions, and options to batch-download your bank statements.
Stay in control (and on track) by reviewing and approving payments in bulk. Quickly select multiple invoices to either approve or deny them in one click, or opt for a closer look by swiftly reviewing them in sequence with the details in full view. Head to the “Needs Approval” queue on your “Payments” page to try it out.
If you use Mercury on the fly, you can now issue merchant-locked cards right from the Mercury iOS app. Merchant-locked cards allow you to assign a debit or credit card to a specific vendor, making it easier to control employee and subscription spend. Quickly issue new merchant-locked cards right from your Cards screen, or add a merchant lock to any existing virtual card by tapping on its details and choosing the vendor you’d like to lock it to.
Also new to the mobile app: more ways to get squared up. Starting now, you can issue check payments in addition to domestic wires and ACH payments.
On desktop, you can easily drag and drop a receipt into a transaction’s details to document a recent purchase.
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.