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Create Share-a-Business-Bank-Account.md
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docs/articles/new-expensify/wallet-and-payments/Share-a-Business-Bank-Account.md
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| 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] | ||
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| <div id="new-expensify" markdown="1"> | ||
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| # Sharing a business bank account in Expensify | ||
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| 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. | ||
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| ## Who can share a business bank account in Expensify | ||
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| Only **Workspace Admins** can share an existing business bank account. You can only share accounts that have been verified. | ||
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| ## Where to find the business bank account sharing option | ||
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| Go to the navigation tabs and select **Settings > Wallet**. | ||
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| ## How to share a business bank account | ||
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| To share an existing account with other admins: | ||
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| 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. | ||
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| **Note:** You’ll only see Admins of workspaces where you’re also an admin in the list. | ||
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| ## What happens after sharing a business bank account | ||
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| - 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**. | ||
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| **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. | ||
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| **For non-US accounts:** | ||
| - The shared account is ready to use immediately — no test transactions required. | ||
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| # FAQ | ||
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| ## Why share a business bank account? | ||
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| 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 | ||
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| ## Can I share the same bank account with multiple admins? | ||
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| Yes. You can share a bank account with multiple admins at once. | ||
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| ## Why don’t I see the Share option? | ||
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| 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. | ||
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| ## What if the other admin already has a copy of the account? | ||
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| If an admin already has access to the bank account, they won’t appear in the share list. | ||
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| ## Can a shared admin share the bank account with others? | ||
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| Yes — once an admin has validated the account (if required), they can share the bank account with other admins. | ||
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| </div> | ||
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