How to link employee bank information to employee vendor

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Posted on by saurabh bharti

15,039 Moderator

Hi Everyone,

Can someone help me to understand is there a way to link Employee bank information from employee master to employee vendor while mapping for expense management?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Please open the employees form.

In the expense tab there is a button called "employee mapping and per diem rates".

This is the form where you can link your employee to your vendor.

Best regards,

Ludwig

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saurabh bharti 15,039 Moderator on at

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Hi Ludwig, thanks for that.

This is known to me , my question is , After linking whether bank information specified on employee master (Under HR module) will flow to vendor or we need to specify bank account information again on vendor master (Employee) where expense report amount will be paid.

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b1kus 27 on at

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Hi,

This bank info will not flow from employee to vendor master. If you need this in both records, you'll need to copy this information manually or build a customization that synchronize these two forms after mapping.

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Ludwig Reinhard Microsoft Employee on at

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Hi Saurabh,

You need to set up the vendor bank account 'as usual' in the vendor master to make payments.

Why do you need the bank account information at the employee level?

I would set up the bank account at the vendor level only.

Best regards,

Ludwig

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Alireza Eshaghzadeh 14,686 Super User 2025 Season 2 on at

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Hi Saurabh,

When it applies to vendor employee. there is not a standard function that you can update bank account on employee form that it will be replicated on vendor form. One practice that some apply can be to see this prosess on vendor level and as Ludwig mentioned, you can use vendor bank account to define vendor employee bank accounts that will be used for payment of invoices (i.e. Travel expense)-

There are several alternatives that you can have as out-of-the-box while as standard, you have to use vendor bank account form on vendor level for vendor employees and connect it to the vendor card.

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saurabh bharti 15,039 Moderator on at

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Because Bank information will be managed by Employees using employees self service portal. So thought to utilize same for expense as well

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Incognito007 27 on at

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Hi Saurabh

Did you ever find a solution to automate this process please?

Many thanks

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