Time and Expenses

New permission for employee bank details

Companies that use bank file payments to pay employee expense reimbursements can now assign permissions as appropriate to unmask employees' bank account details. This is useful when a staff member with appropriate access authorization needs to verify an employee's bank account information in Sage Intacct.

How it works

Assign the new Unmask bank details permission, which you can find under the Employee permission set, to grant users access to view an employee's bank file details. This unmasks an employee's creditor account number in the employee record, custom reports, and audit trail.

Here is an example of an employee record with masked bank details versus unmasked bank details:

Masked bank details

Unmasked bank details

The bank account fields that appear depend on the country and bank file format for the employee.

Requirements

Subscription	Company
Regional availability	All regions
User type	Business user with admin privileges
Permissions	To assign the new permission to users: Users: List, View, and Edit Roles: List, View, and Edit The Company permission that you need depends on whether your company uses role-based or user-based permissions.
Configuration	Configured for bank file payments in the Time and Expenses application.
Restrictions	This permission unmasks employee bank details for bank file payments. It does not impact ACH bank details.