How to Confirm a User Has a Bank Account Connected

In order to receive reimbursement payments from Emburse Spend, users need to connect their personal bank accounts to their Emburse Spend profiles. If you notice a member's payment is not processing, first confirm they have connected their bank account to Emburse Spend.

There are two ways to see whether a user has a personal bank account connected.

Navigate to Admin > People, then click on the user's profile. It will either say Bank Connected or No Bank Connected. 

Alternatively, you may see a list of all users who do not have bank accounts connected by clicking on Advanced Filters on the People screen.

In the Connected Bank drop-down, select No, then click Apply.

For details on connecting a personal bank account, see Connect Your Personal Bank Account to Emburse Spend.