Import of employee banking details

MattSCPA

Hi all,

We are moving our group from manual reimbursement (yes, I know) to using the full suite of electronic reimbursement.

Is it possible for the policy admin to import direct deposit info we pull from our payroll system? Or even for a clerk to input manually? Or would bank info need to be entered by each employee on their individual login?

Thanks!

Ben Fitz

Hey @MattSCPA — great to hear you're automating the reimbursement experience!

I'm afraid it isn't possible for a policy admin to enter this information on behalf of your employees unless they are a Copilot of each user — the deposit account details need to be entered from within the account of the employee.