When Should I Add Banking Information? (ACH)

Modified on Mon, Jun 8 at 2:46 PM

Your company must have Direct Deposit enabled to add or update your banking information.

If you plan to submit a reimbursement for a qualifying purchase not listed on the Marketplace, you’ll need to add your bank account to receive funds.

You can add your banking information at either of the following times:

  • Before submitting a reimbursement request (recommended to avoid delays)
  • During the reimbursement process


Bank accounts are verified through Plaid, which securely connects to your financial institution using encrypted technology. Learn more: Is Plaid Secure?


If your bank is not supported by Plaid, you will be able to manually enter your banking details by uploading documentation that shows your full account and routing numbers (e.g., a voided check).


You can add or update your bank account at any time in your account settings:


How do I add my ACH information?

How do I update my ACH information?


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