Goal:
Add an employee's reimbursement information
Update an employee's payee information
Make changes to a staff members payment info
Enter the financial information for employee reimbursement
Steps:
You must be an Accounts Payable user or have custom permission to Manage Payees permission to complete the following steps.
Navigate to Accounts Payable → Manage Payees
Select the Employees tab near the top of the screen
Select the employee's name from the list on the left-hand side
Select the + Add Payment Method button
Input the Payees Payment Method details within the pop-over window that appears
Select the Add button
Additional Information:
A Payment Method must be added to process a reimbursement within the Accounts Payable module.