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How-to: Share a Verified Bank Account
Rachael Hopkins
Expensify Success Coach - Admin Posts: 858 Expensify Team
This person must first be a Policy Admin for a Group policy which you are also a Policy Admin for, and you (or the person sharing) must have access to the Verified Bank Account.
- Go to Settings > Account > Payments
- Click Share on the account you want to share, and select the Policy Admin to share with
- We will process this share request and the user whom the account has been shared with will need to validate that they have access to the bank account
- The account will normally be available to reimburse reports within 1-2 business days
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- How-to: Add a U.S. personal bank account to receive reimbursements via Expensify
- Deep Dive: When manual reimbursement makes sense for your team
- Deep Dive: Best practices for reimbursing reports
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