Enabling global reimbursements allows you to send direct reimbursements to countries worldwide if your company’s bank account is in the US, UK, Canada, Europe, or Australia.

For USD accounts

Before you can complete this process, you must first connect a verified U.S. bank account, and your employees receiving payments from this account must also connect their deposit-only U.S. bank account.

Step 1: Request global reimbursements

Once your verified U.S. bank account has been added and verified, you can request that global reimbursements be enabled on your account.

Click the support icon in your Expensify account to inform your Setup Specialist, Account Manager, or Concierge that you’d like to enable global reimbursements. They will ask you to confirm the currencies of the bank accounts and determine if your account meets the criteria for global reimbursements.

Step 2: Re-verify the bank account

1. Hover over Settings, then click Workspaces.
2. Select the workspace.
3. Click the Reports tab on the left.
4. Ensure that the workspace currency is set to USD.
5. Click the Reimbursements tab on the left.
6. Ensure that the reimbursement method is set to Direct and that the right bank account is selected.
7. Click the Payments tab on the left.
8. Click Enable Global Reimbursement next to the bank account.

This button may not appear for up to 60 minutes after the Expensify team confirms global reimbursements for your account.

9. Complete the International Reimbursement DocuSign form.

Once the form is complete, it is automatically sent to our Compliance Team for review. Our Support Team will contact you with more details if additional information is required, which may include:

• An authorization letter
• Proof of address and ID for the reimburser and/or company directors
• Independently certified documentation, such as a shareholder agreement from a lawyer, notary, or public accountant if an individual owns more than 25% of the company

For AUD, CAD, GBP, and EUR accounts

Step 1: Request global reimbursements

Click the support icon in your Expensify account to inform your Setup Specialist, Account Manager, or Concierge that you’d like to enable global reimbursements. They will ask you to confirm the currencies of the bank accounts and determine if your account meets the criteria for global reimbursements.

Step 2: Add the bank account

1. Hover over Settings, then click Workspaces.
2. Select the workspace.
3. Click the Reports tab on the left.
4. Ensure that the selected workspace currency matches your reimbursement bank account currency.
5. Click the Reimbursements tab on the left.
6. Set the reimbursement method to Direct.

This button may not appear for up to 60 minutes after the Expensify team confirms global reimbursements for your account.

7. Click Add Business Bank Account.
8. If necessary, click Switch Country to select the correct country if not automatically selected.
9. Enter the bank account details, then click Save & Continue.
10. Complete the International Reimbursement DocuSign form.

Once the form is complete, it is automatically sent to our Compliance Team for review. Our Support Team will contact you with more details if additional information is required, which may include:

• An authorization letter
• Proof of address and ID for the reimburser and/or company directors
• Independently certified documentation, such as a shareholder agreement from a lawyer, notary, or public accountant if an individual owns more than 25% of the company