diff --git a/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md index 3108c3e6ee96..4bc142f64d17 100644 --- a/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md +++ b/docs/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account.md @@ -1,7 +1,7 @@ --- title: Connect a Business Bank Account description: How to connect a business bank account to New Expensify in supported currencies (USD, CAD, GBP, EUR, AUD). -keywords: [New Expensify, business bank account, verified business bank account, send reimbursement, micro transactions, test deposits, verification amounts, bank verification] +keywords: [New Expensify, business bank account, verified business bank account, send reimbursement, micro transactions, test deposits, verification amounts, bank verification, share bank account, share business bank account] ---
@@ -16,15 +16,15 @@ Follow the steps below to connect your business bank account and enable payment ## Step 1: Enable Make or Track Payments -1. Click **Workspaces** in the navigation tabs +1. Click **Workspaces** in the navigation tabs. 2. Navigate to **[Workspace Name] > More Features**. 3. Click **Enable Workflows**. 4. A **Workflows** setting will appear in the left-hand menu. 5. Click **Workflows** and enable **Make or Track Payments**. -![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/ExpensifyHelp_ConnectBankAccount_1_Light.png){:width="100%"} +![Enable workflows from the more features page]({{site.url}}/assets/images/Help-ConnectBusinessBankAccount-1.png){:width="100%"} -![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/ExpensifyHelp_ConnectBankAccount_2_Light.png){:width="100%"} +![Workflows screen with Connect Bank Account button]({{site.url}}/assets/images/Help-ConnectBusinessBankAccount-2.png){:width="100%"} --- @@ -34,6 +34,8 @@ Follow the steps below to connect your business bank account and enable payment 2. Select either **Connect online with Plaid (preferred)** or **Connect manually**. 3. Enter your bank details. +**Note:** If your business bank account already exists in Expensify, an admin with access can **share it with you** — no need to complete the setup process again. [Learn how to share a business bank account](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account). + --- ## Step 3: Verify your identity with a U.S.-issued photo ID @@ -43,8 +45,8 @@ After entering your personal details, you’ll be prompted to complete identity 2. Use your device to take a **selfie** and record a **short video** of yourself. **Your ID must be:** -- Issued in the **US**. -- Current (**expiration date must be in the future**). +- Issued in the **US** +- Current (**expiration date must be in the future**) --- @@ -65,16 +67,22 @@ Add your company details, including: - If no individual owns **25% or more**, leave both boxes **unchecked**. 2. Accept the agreement terms and verify that all details are **true and accurate**. +--- + ## Step 6: Wait for documentation review In some cases, Concierge may request additional documents (e.g., business address verification or a bank letter). If this happens, Concierge will follow up directly. +--- + ## Step 7: Watch for the test transaction message Once your account is nearly ready, you’ll see the message: **“Your bank account is almost set up!”** This means Expensify has sent **three test transactions** (usually arriving within 1–2 business days). You’ll need these to complete setup. +--- + ## Step 8: Validate the test transactions 1. Return to **Settings > Workspaces > [Workspace Name] > Workflows > Payments**. @@ -135,3 +143,4 @@ Once completed, contact **Concierge** to re-trigger the microtransactions. ## Is my data safe? Yes! Expensify uses **bank-level security measures** and is **tested daily** by **McAfee**. Learn more about our security policies [here](https://help.expensify.com/articles/new-expensify/settings/Encryption-and-Data-Security). +
diff --git a/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md new file mode 100644 index 000000000000..03ae3d212da5 --- /dev/null +++ b/docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md @@ -0,0 +1,83 @@ +--- +title: Share a Business Bank Account +description: Workspace Admins can now share access to a business bank account with other admins — no need to set it up from scratch. +keywords: [share business bank account, reimbursements, Wallet, Workspace Admin, Settings > Wallet, pending validation, Expensify business bank] +--- + +
+ +# Sharing a business bank account in Expensify + +If you’ve already added a business bank account, you can share access to that account with other Workspace Admins. This eliminates the need to repeat the full setup process. + +## Who can share a business bank account in Expensify + +Only **Workspace Admins** can share an existing business bank account. You can only share accounts that have been verified. + +## Where to find the business bank account sharing option + +Go to the navigation tabs and select **Settings > Wallet**. + +## How to share a business bank account + +To share an existing account with other admins: + +1. Open **Settings > Wallet**. +2. Click the **three-dot menu (⋮)** next to the bank account you want to share. +3. Select **Share**. +4. On the Share screen: + - The list shows only Workspace Admins from workspaces where you also have admin access. +5. Select the admins you want to share with, then click **Share**. +6. You’ll see a confirmation screen once the share is successful. + +**Note:** You’ll only see Admins of workspaces where you’re also an admin in the list. + +![Open the wallet page]({{site.url}}/assets/images/Help-ShareBankAccount-1.png){:width="100%"} + +![Open the three dot menu next to the bank account and tap share]({{site.url}}/assets/images/Help-ShareBankAccount-2.png){:width="100%"} + +![Select the admins you want to share with]({{site.url}}/assets/images/Help-ShareBankAccount-3.png){:width="100%"} + +![Close the confirmation screen once the share is successful]({{site.url}}/assets/images/Help-ShareBankAccount-4.png){:width="100%"} + +--- + +## What happens after sharing a business bank account + +- The shared-to admins will receive a Concierge message letting them know the account was shared. +- They’ll now see the account in their **Wallet**. + +**For US accounts:** +- The shared account appears with an **Action required** badge. +- The shared-to admin will need to **validate** the account by entering test transactions. +- After validation, they can begin using it. + +**For non-US accounts:** +- The shared account is ready to use immediately — no test transactions required. + +# FAQ + +## Why share a business bank account? + +Sharing saves time. You don’t have to redo the full verification process, and it makes it easier to: +- Change the workspace payer +- Set up new Workspaces +- Enable reimbursements without delay + +## Can I share the same bank account with multiple admins? + +Yes. You can share a bank account with multiple admins at once. + +## Why don’t I see the Share option? + +You’ll only see **Share** if the bank account is verified and there is at least one eligible Workspace Admin you haven’t shared with yet. + +## What if the other admin already has a copy of the account? + +If an admin already has access to the bank account, they won’t appear in the share list. + +## Can a shared admin share the bank account with others? + +Yes — once an admin has validated the account (if required), they can share the bank account with other admins. + +