Managing Bank Accounts (Reimbursements or Cash Advance)


To receive a reimbursement or a cash advance electronically, users must first set up a bank account, or designate a default bank account from those that have been set up for direct deposit in IC HR Cloud. Follow the instructions in this article to manage your bank account for payment through the Expenses module.



This article is intended for all faculty and staff.



IC Finance Cloud



  • Manage Bank Accounts



Manage Bank Accounts

For employee reimbursements or cash advance payments through the Expenses app, if you have a single bank account set up for direct deposit in IC HR Cloud, these payments will automatically be sent to that account electronically. However, if you have not set up direct deposit, or if you have multiple bank accounts, payments will be issued via check by default unless you set up an account using the instructions below.


To manage your bank account(s) in the Expenses app:


1. On the IC Finance Cloud home screen, click the Me tab, then click the Expenses app.

2. In the top right corner of the Travel and Expenses dashboard screen, click the  (Go to Tasks) button, then click Manage Bank Accounts. This takes you to the Manage Bank Accounts screen. Any accounts you have set up as direct deposit accounts in the HR system will be shown here.

3. If no accounts are shown, or if the account you would like to use is not shown, click the icon at the top of the screen to add an account. In the Create Bank Account box that appears, type or select the Country, Account Number, Account Type, and Routing Number for the account in the respective fields, along with any additional information in the remaining optional fields, then click the Save and Close button.

4. If multiple accounts are listed, a Primary must be selected in order to receive payments electronically. Click to highlight the account in which you would like to receive payment, then click Primary at the top of the screen. If only one account is listed, it will automatically be selected as Primary.

5. Click the Done button in the top right corner of the screen to return to the Travel and Expenses dashboard screen.