- 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.
Navigate to Accounts Payable → Manage Payees
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 Add button
- A Payment Method must be added to process a reimbursement within the Accounts Payable module.