Adding/Editing Expense Reimbursement Direct Deposit Information

This guide will cover:

  • Setting up your direct deposit information for expense reimbursements and cash advances only.

Note: If you have delegated submission of your expense report, the delegate will not be able to view or edit your direct deposit information.

 

Step One

  • Upon accessing WyoCloud from WyoWeb, this home page will display. Click on the Navigator button (the three horizontal lines) in the top left-hand corner to access Expenses. 

  • First click My Profile to expand, then select Expenses

  • The Travel and Expenses page will display.
  • There are two possibilities of how your main Travel and Expenses screen may display.  In both cases, select the Manage Bank Accounts.
    • Travel and Expenses page, option one:

  • Travel and Expenses page, option two. In this view, select the Task icon on the right side of the screen then Manage Bank Accounts.

Step Two

  • Select the plus sign (+) to add a bank account for your direct deposit.

  • A Create Bank Account window displays.
  • Complete the follow fields:
    • Country – defaults to United States
    • Account Number – enter your bank account number
    • Account Type – select one from the drop down (checking, saving, money market)
    • Account Holder – this defaults to your login name
    • Bank – Enter the financial instituion name
    • Bank Branch – enter the location of the financial institution
    • Routing Transit Number – enter the routing number for your financial institution
    • Active – check this box make this an active direct deposit account
  • Click Save and Close.

  • The newly created direct deposit bank account is listed on the Manage Bank Accounts page.
  • Click Done.

Step Three

Updating the primary bank account for expense reimbursements or cash advances only.

  • To change the primary bank account for direct deposit, select the line of the bank account you wish to be the primary. The selected line should change color, in this example, the blue line is the selected line.

  • Click on the Primary button

  • A check mark will display next to the bank account identifying it as the primary for direct deposit on expense reimbursements/cash advances. Click Done.

 

You have now completed the steps to Add/Edit Direct Deposit for Expense Reimbursements/Cash Advances.

Was this helpful?
0 reviews

Details

Article ID: 33369
Created
Fri 7/14/17 3:01 PM
Modified
Wed 7/17/19 9:45 AM