The first step in reimbursing your employees is to connect the company's bank account in Emburse Spend. This allows you to reimburse employees via ACH transfers to their bank accounts.
Connect a Bank Using Your Credentials
1. Select the Gear to navigate to Company Settings, then open the Bank Accounts screen.
Gear to navigate to Company Settings, then open the Bank Accounts screen. 2. Select the Reimbursement Bank Account tab, then select Connect Company Bank.
3. Select Connect With Plaid.
4. Select Continue.
5. Search for and select your organization's financial institution. If you cannot find your bank, you will need to contact Emburse Spend's Support team to connect manually. See Connect a Bank Manually, below, for details.
6. You will be asked to log in to your financial institution's website, with instructions on which boxes to check. Select Continue To Log In.
7.Enter the username and password associated with the bank account to sign in, then select Next.
You will be prompted to answer the multifactor verification questions that are required by the bank account (this might be a security question like "What town were you born in?").
8. Once you have signed in, you may return to the Bank Accounts screen in Emburse Spend and select Reimbursement Bank Account to see the connected account.
Connect a Bank Manually
If you cannot find your bank in the Plaid pop-up, you must contact Emburse Spend's Support team to activate manual verification. You will then be able to connect manually by entering the account details.
This method will take 2-3 days and requires two trial deposits to your bank account. You may also be contacted by our Fraud Operations Team if they require additional information.
1. Once Support has activated manual verification, select the Gear to navigate to Company Settings, then open the Bank Accounts screen.
2. Select the Reimbursement Bank Account tab, then select Connect Company Bank.
3. Select Connect To Any US Bank Manually.
4. Enter the account details and select Add Account. This will trigger two trial deposits to your bank account.
5. Once the two trial deposits have reached your bank account, return to the Bank Accounts screen in Emburse Spend and select the Reimbursement Bank Account tab to verify that the account has been connected.
Update Your Company's Bank Account
To change the bank account your company uses for reimbursement payments in Emburse Spend, you can submit a request to CSG Forte via their Account Changes Form.
Alternatively, follow the steps below to initiate the request from inside Emburse Spend.
1. Select the Gear to open Company Settings, then select the Reimbursements screen.
2. Select Update Bank Details to submit your change request to CSG Forte.
3. Your Forte Merchant ID can be found on the Reimbursements screen.
4. If you have any questions related to bank account changes, reach out to the CSG Forte team at accountchanges@forte.net.