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Hi, I have an employee who needed to change her banking information so the reimbursements routed to her new bank. She went into her concur profile and updated the banking information. However, under her account history, it shows both her new and hold bank accounts are active and eligible to receive payments. She doesn't want her old bank account to be active and cannot deactivate it. By placing in the new account, does this automatically overwrite the existing account even though it still appears as active?
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@MelanieT Thanks. Actually, the employee cannot select NO as she entered her new banking information which overwrote the old information. Under the account history it listed both old and new accounts as active and she was worried the old account would still have funds. In the administrator tool I can't deactivate as the old account that was valid no longer shows and it only reflects the new account. I already learned the active under account history actually reflects the field you referenced but does not mean that is where the payment will go. It will only be deposited into the account listed in the bank section.
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@jnoble99 Hello! Thank you for reaching out to the SAP Concur Community! Here are steps to deactivate banking accounts:
Follow the steps below to inactivate bank account information as a user or administrator:
Administrators with Payment Manager Permissions may inactivate the employee's bank account by following these steps:
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This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@MelanieT Thanks. Actually, the employee cannot select NO as she entered her new banking information which overwrote the old information. Under the account history it listed both old and new accounts as active and she was worried the old account would still have funds. In the administrator tool I can't deactivate as the old account that was valid no longer shows and it only reflects the new account. I already learned the active under account history actually reflects the field you referenced but does not mean that is where the payment will go. It will only be deposited into the account listed in the bank section.