Let Users Enter Their Bank Details in Expense

 How Do Bank Details Work in Expense?

Users can enter their own:

• 🏦 Clearing Number
• 💳 Bank Account Number

👉 This allows reimbursements and payments to be sent directly to the correct account.

Why Allow Users to Enter Their Own Bank Details?

Allowing users to manage their own bank information provides several benefits:

• ⏱️ Less administrative work
• ✅ Fewer data entry errors
• 🔄 Faster onboarding of new users

👉 A simple way to streamline the reimbursement process.

How to Enable the Setting

Step-by-Step

1. Navigate to Administration > Settings
2. Select the Other tab
3. Uncheck:

Hide Clearing Number and Account Number

1. Click Save

✅ The bank account fields are now visible to users.

What Happens After Activation?

Once the setting has been enabled:

• 👤 Users can enter and update their own bank details
• 📊 Information is stored on the user's profile
• ✅ Reimbursements can be processed correctly

👉 This reduces the need for administrators to manage banking information manually.

When Should You Use This Setting?

This feature is particularly useful when:

• 👥 Onboarding a large number of users
• 📊 Reducing administrative workload
• ✅ Ensuring accurate reimbursement payments

👉 Ideal for organizations that want a more self-service approach to user administration.

💡 Best Practice Tips

• ✅ Inform users that they are responsible for entering their bank details.
• 📊 Verify that required information has been completed before processing reimbursements.
• 🔐 Ensure users enter their own personal bank account information correctly.

👉 This helps avoid delayed or incorrect payments.

Frequently Asked Questions (FAQ)

Can administrators enter bank details on behalf of users?

Yes. However, it is often more efficient to allow users to maintain their own information.

Are the bank details stored securely?

Yes. Bank account information is stored securely within the Expense system.

What happens if bank details are missing?

Reimbursements and payments may be delayed until the required information has been entered correctly.

Summary

• 🏦 Users can enter and manage their own bank details
• ⚙️ The feature is enabled through Administration > Settings > Other
• ✅ Reduces manual administration
• 📊 Improves the accuracy of payment information
• 🚀 Helps ensure smooth and efficient reimbursement processing