Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements. Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Now first step , Logout from the original user and login with Ravi Kumar user account. Now in the Home Page of Ravi Kumar user , you will see the ‘Me’ icon. Click on this icon and go to Expenses icon as below and click it

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

If you are submitting the expense report first time , then this is the below screen you will see

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements 

Step 1:- To create Bank Account, click the Navigator Button. Click expenses link. To activate a primary bank account, access the Manage Bank Accounts page by clicking the Manage Bank Accounts link. 

Click the Create button

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

Select the Country of the bank you are entering.

Enter the mandatory bank account information required to set up your bank and click the Save and Close button. 

Select the bank account line that you want to specify as primary and then click the green check mark icon. 

The green check mark appears in the Primary column on the bank account line you selected. Click the Save and Close button.  

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements

A primary bank account is one in which cash advances and expense reimbursements are deposited. 

Although you can have multiple bank accounts, cash advances and reimbursement of your business expenses are always deposited into your primary bank account. 

 Note: Existing bank account details cannot be edited. They must be end dated, and a new one entered

A primary bank account is one in which cash advances and expense reimbursements are deposited. Although you can have multiple bank accounts, cash advances and reimbursement of your business expenses are always deposited into your primary bank account.

 Note: Existing bank account details cannot be edited. They must be end dated, and a new one entered

Steps to create the Employee Bank Account under Expenses for Expense Reimbursements