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FAQ - Accounting & Finance Teams
How to add employee payment method details
How to add employee payment method details
Updated over a week ago

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.

  1. Navigate to Accounts Payable → Manage Payees

  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:

  • A Payment Method must be added to process a reimbursement within the Accounts Payable module.

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