The good news is that most of the work required to get Expense Pay up and running has already been performed by your system administrators. There is only one thing that you need to do: add your banking information.
Updating Your Profile
Adding your banking information is done in your profile. Select the Bank Information link from the Expense Settings area. You can then fill in the form with the details of your account.
Note
If you do not see the Bank Information link in your profile, please contact your system administrator as soon as possible. There are two potential reasons why it may not appear:
- Your profile may be missing critical information behind the scenes that your administrator must correct before the link appears.
- Some customers choose to collect banking information through alternative means. Your company may fall into that category. If so, your administrator can guide you to the proper location.
Key Points
- Your banking information is stored in an encrypted format within the SAP Concur database. It will not be displayed unencrypted on the screen once entered.
- You will not be allowed to submit your expenses until after your banking details have been entered. Add them to your profile as soon as possible to prevent reimbursement delays.
- You can only have one active bank account on your profile at a time.
Once your banking information is added, your expense reports will be paid by direct deposit. In the next lesson, we'll see how you can stay on top of the reimbursement process.