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Enforce a Single Bank Account Across Expenses and Payroll

Received Response
edited Nov 17, 2020 11:25AM in Expenses 2 comments


Our customer wants to enforce the use of a single bank account across Payroll and Expenses.


If an employee adds a new account into the My Payment Method (Employee Self Service), form and selects it for use by Payroll, they want this same account to be used in the Expenses module, so the Primary flag should be automatically updated to the new bank account. Is this possible?

Currently, if an employee adds a new bank account via the My Payment Method form, the Primary flag (for expenses) is not updated. The customer does not want to give employees access to the Manage Bank Account form in Expenses, as this would allow them to create a second bank account.


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