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Export for if a person has set up an bank account

Erin_joyjoyErin_joyjoy Expensify Customer Posts: 3
Is there a way to create a report that show who has set up a bank account for reimbursement and who hasn't? 

Answers

  • Maddy LewisMaddy Lewis Expensify Success Coach - Admin Posts: 78 Expensify Team
    Hi @Erin_joyjoy - Hm, so there isn't a way to create a report that shows this information, but there is a way to find out which of your employees hasn't linked their personal bank account for reimbursement. 

    If you try to reimburse an employee who hasn't connected their bank account yet, you'll receive a message letting you know. That employee will also receive a notification prompting them to connect their bank account. The reimbursement will pause temporarily and then process as soon as the user adds their banking information. 

    I hope that helps clear things up!
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