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Entering Direct Deposit Account Information

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If your organization is using Certify's ACH integration, you will need to add your direct deposit bank information on your My Account page. This article shows you how to enter your direct deposit information into your Certify account. 

Please Note: Certify ACH will only work with US bank accounts. 

Step 1: On your account homepage, select My Account.

Step 2: On the My Account page under the Account Settings tab, next to Direct Deposit Account, select Add Account Information.

 

Step 3: On the Direct Deposit Account Information page, you will need to complete all fields.

Once you have completed all of the fields provided, click Save. At the top of the page, you will receive a confirmation that your account information has been saved.

Step 4: Select My Account to return to the Account Settings tab. Near the bottom right of the page, several x’s and the last four digits of both your routing number and your account number will be displayed.

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  • Avatar
    Brendabryant

    Hell-o,
    Can you add more than one account so that you can process separate expenses. Example, business expenses go to a business checking account, personal expenses go to my personal checking account?

  • Avatar
    Jennifer Richardson

    Hi Brenda,

    We can only deposit into one account therefore only allowing one direct deposit account to be entered.

    -Certify Support

  • Avatar
    Frances Spinelli

    If an expense report has been approved for payment, but subsequently we find out the employee did not updated their banking information- once the bank information is updated, will the automatically updated the expense report so it can now be processed

  • Avatar
    Steve Revesz

    Hi Frances,

    If the user has not entered their bank account information Certify will not give an option to initiate ACH reimbursement for that particular employee. If the user has added their information and the report has been processed through ACH, but the bank information is incorrect, they will need to be reimbursed outside of Certify since ACH Reimbursement will not initiate a second time for one specific report.

    We will follow-up with you via email to confirm that this is the correct assessment of the issue.

    -Certify Support