How-to: Share a Business Bank Account

Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 780 Expensify Team
edited July 2020 in How-to Docs

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 Business 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 
Image of Payments page, with the Business Bank Account Share button highlighted on the lower left of the bank account

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