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FAQ - Accounting & Finance Teams
How to add employee payment method details
How to add employee payment method details
Updated over a week ago


  • 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


You must be an Accounts Payable user or have custom permission to Manage Payees permission to complete the following steps.

  1. Navigate to Accounts Payable → Manage Payees

  2. Select the Employees tab near the top of the screen

  3. Select the employee's name from the list on the left-hand side

  4. Select the + Add Payment Method button

  5. Input the Payees Payment Method details within the pop-over window that appears

  6. Select the Add button

Additional Information:

  • A Payment Method must be added to process a reimbursement within the Accounts Payable module.

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