Published on Finance Division (https://www.finance.admin.cam.ac.uk)

Home > Staff & Department Services > Expense Claims > Visitors > Adding bank details

Adding bank details

This guidance is intended for the visitor.

Departments can find additional guidance on the Finance Learning Hub [1] 

Adding bank details

Before a claim can be submitted or paid, bank details must be entered in the user’s profile.

 

Step 1 - From the dashboard, select Profile Settings from the top menu.

Profile Settings

 

Step 2 - Select Bank Information from the left menu.

Bank Information

 

Step 3 - A privacy statement will be displayed, read this through and then select Action to continue to the bank information section. 

Privacy Statement

 

Step 4 - Complete the bank account information. If the bank details are incorrect the submitted claim will not be able to be paid.

 

  • The top section (in the blue rectangle) is for the visitor's bank details
  • The bottom section (in the red rectangle) is for the visitor's name and address associated with the bank account - it is not for the address of the bank headquarters or branch.
  • The status field is not editable (and so can be ignored)
  • The active field will presumably always be "Yes" and so can just be ignored.
  • Either the 'building number and road' OR the 'building name' should have an entry, but a pop-up advises you of this.

 

Bank Information

 

Click Save and Authorise to save.

 

The account history section at the bottom of the page, displays a list of all the bank accounts that have been associated with the account, when they were last updated and who updated them.

Account History


Source URL:https://www.finance.admin.cam.ac.uk/staff-and-departmental-services/expenses/visitors/bank-details

Links
[1] https://universityofcambridgecloud.sharepoint.com/sites/FINANB_FinanceLearningHub/SitePages/Expenses-Visitors.aspx