ACH Setup

The ACH Setup screen allows the user to modify their bank account for ACH reimbursement.

1. Click on the drop down arrow next to your name (top right hand corner)
2. Select My Preferences.
3. Go to ACH Setup.
4. Click Add.
5. Enter the following information (fields may vary depending on the country the employee is based):
   • Effective Date
   • Account Number
   • Routing Number
   • Bank Name
   • Select the Account Type
   • Last Modified - Will be updated by system
   • Entered By - Will be updated by system
   • Notes - Optional
   • Active - ACH accounts can be marked as active (Yes) or not active (No)
6. Click on Save.