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  1. FAQ - Accounting & Finance Teams
  • December 22, 2022 21:41
  • Updated

How to add employee payment method details

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:

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

  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:

  • 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.
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