Share Verified Business Bank Account
If another Admin needs access to an existing verified bank account to reimburse employees, the account needs to be shared with them first.
Note: Bank accounts can only be shared with Workspace Admins. Both the admin and the bank account owner must have access to the same workspace.
Share Access to a Verified Business Bank Account
To grant another admin access to the bank account in Expensify:
- Go to Settings > Account > Wallet.
- Under Bank Accounts, click Share next to the bank account.
- Enter the admin’s email address you want to grant access to.
- The added admin will receive an email with instructions to revalidate the bank account.
🚨 Important! Revalidation Required 🚨
When a bank account is shared, it must be revalidated using the test deposits that Expensify sends to the bank account. This process takes 1-2 business days, during which the admin will receive three microtransactions. Once received, they must validate the transaction amounts.
Revoke Access to a Verified Business Bank Account
If an admin or accountant leaves the company or no longer needs access to the workspace bank account, you can remove their access:
- Go to Settings > Account > Wallet.
- Under Bank Accounts, click Unshare next to the admin’s name.