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:
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Navigate to Accounts Payable → Payee Management from the left-hand navigation menu
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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:
- 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.