Entering Direct Deposit Account Information for Domestic ACH

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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: Domestic ACH services U.S. bank accounts only. 

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
    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

  • Avatar
    Michael Kroll

    Would I need to contact my company rep to set up direct deposit? I have followed the instructions but I do not see the link to go to direct deposit on the my account screen. I know my company is enrolled in it as my coworkers are able to receive direct deposit. Thank you.

  • Avatar
    Steve Revesz

    Hi Michael,

    You are correct. If you follow the instructions above, and the "Add Account Information" option is not available on your "My Account" page, it's probable that your company is using a system outside of Certify to reimburse employees. You will need to reach out to your company rep ( Certify System Administrator) to get more information on setting up your direct deposit.

    -Certify Support

  • Avatar
    Jaymee Larrison

    Good morning,
    Our finance department would like to enter the ACH information in for our employees. Previously we were reimbursing them through our bank directly, so we would like to avoid having to ask our employees to provide information they have already provided. Any help here?

    Jaymee

  • Avatar
    Laura Ramage

    Jaymee,

    I will reach out directly via email since this is specific to your company.

    -Certify Support

  • Avatar
    Angela Scholz

    Under my account there is no direct deposit section only a reset security questions but nothing about direct deposit or account information.

  • Avatar
    Kimberly Glenn

    Hi Angela,

    If you are not seeing the option for Direct Deposit, this means that your company has chosen to pay employees out internally. For reimbursement questions, we would direct you to your Internal System Administrator.

    -Certify Support

  • Avatar
    Angela Scholz

    Okay, Thank you for your response.