- 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
Navigate to Accounts Payable → Payee Management from the left-hand navigation menu
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 blue Add button
- In order to make the following changes, you will need the Payee Management permission assigned within your role.
- If a Payment Method is not added to an employee, it will not be possible to process a reimbursement for them within the AP section of Procurify.