Mercury is designed to simplify your essential financial workflows by powering them directly from your bank account. Read on to discover more ways we’ve improved your experience this month.
🧾 Match receipts and card transactions automatically
With automatic receipt matching for card transactions, you and your team can forward receipts to [email protected] or upload them in-app. We’ll automatically match them with the corresponding transaction based on the merchant, amount, and timestamp. This makes it easier for your team to stay compliant if you have a company receipt policy.
To upload a receipt, head to your Transactions page and click “Match receipts” or scan them in the mobile app and we’ll match them all at once. Learn more in our help center article.
📥 Let customers pay by ACH debit
There’s a new way to let your customers pay. When you create an invoice, select ACH debit. Your customer only needs to authorize their bank account via Plaid once, and after that, payment details are saved for the next time, so they can pay with just a few clicks. This feature is only available to Mercury Plus and Pro subscribers.
🗂️ Split bills with multiple GL codes
Split bills with multiple GL codes. After you upload a bill or invoice, we will split the line items, and you’ll have the option to assign one or multiple GL codes to each. After the bill payment is made, it will automatically sync to your accounting software for more accurate and faster reconciliation. Next time you upload a bill, toggle on single or multiple GL codes on the Accounting Details screen. Available to Mercury Plus/Pro subscribers who have accounting integrations with either QuickBooks or NetSuite.
Bite-sized improvements:
- New for Mercury TreasuryMercury Treasury is offered by Mercury Advisory, LLC, an SEC-registered investment adviser. Mercury Treasury are not deposits, other obligations of, and are not guaranteed by Choice Financial Group, Column N.A., or Evolve Bank & Trust. Please see full disclosures at mercury.com/treasury.2 users: Easily export your Mercury Treasury activity as CSVs to streamline data entry into QuickBooks from your Documents & Data page.
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