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Let users enter their bank details

Should expenses be paid out to the users' own accounts? Then you can let the users fill in their clearing and account numbers themselves, instead of you entering them

🔍 What happens?

The setting for hiding bank details (Hiding clearing and accountnumber) The users
Selected Do not see the fields. The administrator fills them in
Not selected Can fill in their clearing and account numbers themselves

👉 Applies to: administrators in companies that pay out expenses to the users' bank accounts.

⚙️ How to let users enter bank details

  1. Go to Administrate > Settings and select the Misc tab.
  2. Clear the setting for hiding bank details (Hiding clearing and accountnumber).
  3. Click Save.

✅ The fields now show for users under My > Settings, and the details are saved on their profile.

💡 Ask the users to fill in their details right away, so that payments are not delayed.

❓ Frequently asked questions (FAQ)

Can the administrator fill in the details?
Yes, under Administrate > Persons, on the person. If many need updating, you can export the persons file and edit it in Excel. See Name change in the organization: update user details.

What happens if details are missing?
The payment may be delayed until the right details are in place.

Are the details safe?
Yes, they are stored securely in Expense.

✅ Summary

  • ⚙️ Administrate > Settings > the Misc tab
  • ⬜ Clear Hiding clearing and accountnumber
  • 🏦 The users fill in their own bank details

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