Payout Settings

Configure how employees receive their expense reimbursements.

Accessing Payout Settings

1. Click Admin in the sidebar
2. Click Payout Settings
3. Configure your preferred payout method

Finance Role Required

Finance and Admin users can manage payout settings.

Payout Methods

Manual (CSV Export)

Process reimbursements manually through your existing payroll or banking system.

Feature	Description
Export Format	CSV file for import into payroll/banking
Control	Full control over timing and processing
Best For	Organizations with existing reimbursement processes

How it works:

1. Approved expenses accumulate
2. Finance exports CSV with employee totals
3. Process payments through your bank/payroll
4. Mark as paid in Expensed

Automated (Stripe Connect)

Let Expensed handle reimbursements automatically via ACH direct deposit.

Feature	Description
Payment Method	ACH bank transfer
Processing	Automatic on schedule
Best For	Organizations wanting hands-off reimbursement

Requirements:

• Stripe Connect account
• Employee bank accounts linked
• Sufficient balance for payouts

Configuration Options

Payout Schedule

Schedule	Description
Weekly	Pay out every week
Bi-Weekly	Pay out every two weeks
Monthly	Pay out once per month

Processing Day

Select which day of the week/month to process payouts:

• Weekly: Monday through Friday
• Bi-Weekly: Choose start day
• Monthly: 1st, 15th, or last day of month

Minimum Payout Amount

Set a minimum threshold before payouts are processed:

• Prevents tiny transfers
• Accumulates until threshold met
• Recommended: $25 or higher

Stripe Connect Setup

Connecting Stripe

1. Click Connect Stripe Account
2. Complete Stripe onboarding
3. Verify business information
4. Add bank account for funding

Employee Bank Linking

Each employee must:

1. Navigate to Profile > Bank Account
2. Click Link Bank Account
3. Complete Stripe verification
4. Confirm micro-deposits (if required)

Processing Payouts

With Automated Payouts

1. Expenses are approved
2. System calculates totals per employee
3. On scheduled day, ACH transfers initiate
4. Employees receive funds in 2-3 business days
5. Status updates to Paid automatically

With Manual Payouts

1. Navigate to Finance > Payouts
2. Review pending reimbursements
3. Click Export CSV
4. Process in your banking/payroll system
5. Return to Expensed
6. Select processed entries
7. Click Mark as Paid

Viewing Payout History

1. Navigate to Finance > Payouts
2. Click History tab
3. View all past payouts with:
4. Date processed
5. Employees paid
6. Total amount
7. Method used

Best Practices

1. Start with manual - Get comfortable with the flow first
2. Set reasonable minimums - $25-50 reduces transaction fees
3. Weekly for frequent travelers - Faster reimbursement improves satisfaction
4. Monthly for occasional expenses - Reduces processing overhead
5. Communicate schedules - Let employees know when to expect payments

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Next: Delegation Settings →