Prior to being able to submit any Expense Reports, the system requires that your Banking Information be added for reimbursement. Follow the steps below to either set you the banking information on your account, or make updates to the banking information.
-
From UWinsite Finance home screen, click on the Expenses module.
-
Click on the Go To Task (Gear) icon in the top right hand side next to the search bar and select Manage Bank Accounts
-
Click the plus sign (+) on the left side of the screen to add a new bank account
-
Enter your Banking Information as found on a void cheque, online banking or letter from your bank.
-
Country: Canada
-
Account Number: Enter your Bank Account Number
-
Bank: Start typing the name of your Banking Institution. Select your bank from the auto-populated list
-
Bank Branch: Start typing the name of your Bank Branch and select your branch from the auto-populated list
-
Once all information has been added, click Save and Close
-
Click on the desired bank account to highlight it in blue and click the Primary Check Mark icon above it
-
A Check Mark should now appear next to the bank account information indicating it is the primary account for reimbursements
-
Create/Submit Expense Report
You can change your banking information at anytime or change the default banking account by highlighting the account which you want set as Primary. It will appear with a check mark next to it.
If you have any issues adding your banking information, please submit a UWinsite Finance Ticket, with Request Type: Reporting an Issue - Expenses