I can't find my bank or branch when submitting an expense

To add your banking information, please follow the steps below: 


Adding / Updating Banking Information

  1. From the home screen click on the Expense module 
  2. The Travel and Expenses page is displayed
  3. Click on the Task Icon and select the Manage Bank Accounts link
  4. To add an account, click the (+) plus symbol.
  5. Enter your bank account information – which can be found on a void cheque
    1. From the Country field, select Canada
    2. In the Account Number field, input your account number
    3. Select the Account Type from the drop down menu
  6. In the Bank field, start typing the name of your banking institution. Select your bank from the auto populated list.
  7. In the Bank Branch field, start typing the name and select your branch from the pre-loaded list
  8. Once all information has been added, click Save and Close
  9. Click Done to exit – your bank account has now been added


Article ID: 65852
Tue 10/23/18 11:53 AM
Thu 8/4/22 10:42 AM