How to Confirm a User Has a Bank Account Connected
Administrators use this article to confirm whether a user has connected a personal bank account in Emburse Spend. A connected bank account is required before Emburse Spend can process reimbursement payments to that user.
If a member's reimbursement payment is not processing, verify their bank connection status using one of the methods below. For US customers, reimbursement payments require a connected personal bank account.
This capability is currently only available to organizations based in the United States.
There are two ways to see whether a user has a personal bank account connected.
Check the User Profile
Go to Admin > People, then open the user's profile. The profile displays either Bank Connected or No Bank Connected.
Filter by Connected Bank Status
On the People screen, select Advanced Filters to view a list of users who do not have bank accounts connected.
In the Connected Bank drop-down, select No, then select Apply.
For details on connecting a personal bank account, see Connect Your Personal Bank Account to Emburse Spend.