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