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.
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Navigate to Accounts Payable → Manage Payees
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Select the Employees tab near the top of the screen
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Select the employee's name from the list on the left-hand side
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Select the + Add Payment Method button
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Input the Payees Payment Method details within the pop-over window that appears
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Select the Add button
Additional Information:
- A Payment Method must be added to process a reimbursement within the Accounts Payable module.