Inside Mercury

December 2023 — receipt policies, new dashboard & more

Written By

Mercury

Copy Link
Share on Twitter
Share on LinkedIn
Share on Facebook
Linegraph tracking a Mercury account balance
Banking engineered for startupsExplore MercuryMercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC.
Copy Link
Share on Twitter
Share on LinkedIn
Share on Facebook

Mercury is engineered to make sure you don’t lose sleep thinking about banking.

Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.
1 Keep reading to discover the latest ways we've improvedd your banking experience.


🧾 Streamline your expense tracking with receipt policies

Receipt management | Mercury

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.

2The Mercury Debit Cards are issued by Choice Financial Group and Evolve Bank & Trust, Members FDIC, pursuant to licenses from Mastercard. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard.
2 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

Gif of new homepage | Mercury

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

Gif of mobile 2FA | Mercury

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.

Notes
Written by

Mercury

Share
Copy Link
Share on Twitter
Share on LinkedIn
Share on Facebook