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Import of employee banking details
MattSCPA
Approved! Accountant Posts: 8
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!
Best Answer
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Ben Fitz
Expensify Team Posts: 99 Expensify Team
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.