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User other than employees shall maintain/update/create Employee bank accounts

edited May 13, 2024 10:51AM in Expenses 1 comment

Summary: Currently employee can access it via navigator>expenses>task>manage bank accounts. We can remove this by removing "Expense Bank Account Management Duty" from Expense Entry Duty application role.

Is there any role or access that can give a single user to manage and maintain expense bank accounts for employees ?

We want to do this without API's or HDL.

Client is not a HCM user so below work around is not possible :

My Client Groups/Person Management (Search for Person) /Payroll/Personal Payment Methods/Add Payment Method/Add (or edit) Bank Account.

Please provide your inputs if anyone had worked on similar solution.

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