How-To: Collect employee bank details for indirect reimbursement
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Sonia Liapounova
Expensify Success Coach - Admin, Expensify Team Posts: 210 Expensify Team
If you prefer to do manual internal banking payments for your reimbursements, we can help you collect your employee deposit bank account details for users anywhere in the world. Once users add their bank account details a policy admin will be able to get the bank account information by exporting
To set this up,
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To set this up,
- Navigate to Settings > Policies > Group > [Policy Name] > Reimbursement
- Select the Indirect reimbursement option
- Enable "Collect bank account details"
- Add your countries to which you will be sending reimbursements from the drop-down
- Send a message to concierge@expensify.com with a request to add the Reimbursed Report Details export format to the account of the admin who will be exporting reimbursement data.
Related articles:
- How-to: Add an ACH business bank account to reimburse employees (US only)
- How-to: Add an Australian business bank account to your policy
- How-to: Set up Global Reimbursement
- How-to: Add a personal bank account to receive reimbursement
- How to: Export employee reimbursement details for Indirect reimbursement
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