You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-Personal-Bank-Account.md
+30-3Lines changed: 30 additions & 3 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -52,8 +52,35 @@ However, if you encounter an error during this process, you can close the pop-up
52
52
53
53
Some banks, such as Chase, may display masked or tokenized account numbers when connected via Plaid. This is a security feature implemented by the bank and does not indicate any setup error. As long as the connection was successful and you see your account listed in your **Wallet**, reimbursements should process correctly.
54
54
55
-
## Why can't I add my HSBC bank account details in Singapore?
56
-
57
-
You can. HSBC typically includes the **branch code** which is the final three digits of the Swift Code (HSBCSGS2XXX) in their "Account Number". If you see figures like "146172002492", please drop first 3 digit (146) which is the Branch Code.
55
+
## I can't find all the details for my bank in Singapore that you require. Where can I find them?
56
+
57
+
Expensify requires many fields to add a Singaporean Business account (for paying out) or Personal account (for receiving into). The Name and Address fields are self-explanatory. The other fields are:
58
+
59
+
- Swift Code
60
+
- Account Number
61
+
- Clearing Code
62
+
63
+
The Swift code can generally be found by searching for your bank [here](https://wise.com/gb/swift-codes/countries). It always contains a capitalized alphanumerical string of characters that end in either XXX or the bank **Branch Code**. There is no requirement to use anything but the XXX head office option.
64
+
65
+
The Account Number can usually be found on your statement or in your online banking portal. For example, HSBC typically includes the **Branch Code** (the final three digits of the Swift Code, e.g. HSBCSGS2XXX → 146) in the **Account Number**. If you see figures like `146172002492`, drop the first 3 digits (`146`), which form the Branch Code, and use the remainder as the Account No.
66
+
67
+
The Clearing Code is made up of both the **Bank Code** and the **Branch Code** to form a full 7-digit Clearing Code. Some bank-specific help is outlined below:
68
+
69
+
-**UOB (Standard Accounts)** — Bank Code: 7375. Branch Code: first 3 digits of Account No. Account No: unchanged.
Occasionally, members may have trouble receiving Email notifications from Expensify, including Magic Code Emails, account validation Emails, contact method validations, integration Emails, or report action notifications.
9
9
10
10
---
11
11
12
+
# Magic Code Login Emails
13
+
14
+
Magic Code emails are sent when you log in to Expensify and are critical for account access. These emails may be delayed or blocked due to spam filtering, corporate email policies, or server-level blocks. If you choose to or are automatically directed to sign in via SAML/SSO, you will **not** receive a magic code.
15
+
16
+
## Quick Fixes for Users
17
+
18
+
If you're not receiving your Magic Code email:
19
+
20
+
1.**Wait up to 10 minutes** - Magic Codes may be delayed due to email processing
21
+
2.**Check spam/junk folders** - Search for emails from "expensify.com" or "concierge@expensify.com"
22
+
3.**Search your entire inbox** for "Expensify" to find filtered messages
23
+
4.**Add concierge@expensify.com to your contacts** to prevent future filtering
24
+
5.**Try resending the code** by clicking "Resend" on the login screen
25
+
26
+
## Expected Wait Times
27
+
28
+
-**Normal delivery:** 0-3 minutes
29
+
-**Delayed delivery:** Up to 10 minutes
30
+
-**If no email after 10 minutes:** Follow the troubleshooting steps below
31
+
32
+
## When to Escalate
33
+
34
+
Contact Expensify Concierge if you've tried the above steps and still can't receive Magic Codes. Include:
35
+
- Your email domain (e.g., @company.com)
36
+
- Timestamp of your login attempt
37
+
- Any bounce or SMTP error messages you received
38
+
39
+
---
40
+
12
41
# Troubleshooting Missing Expensify Notifications
13
42
14
43
## Issue: The Email or Notification Is Never Received, and No Error Message Appears
15
44
16
-
Emails can sometimes be delayed and may take up to 30–60 minutes to arrive. If an expected notification has not arrived:
45
+
Emails can sometimes be delayed and may take up to 10 minutes to arrive. If an expected notification has not arrived:
17
46
18
47
- Check your **Email Preferences** via **Settings > Account > Preferences**. In the **Contact Preferences** section, ensure the relevant notification types are enabled.
19
48
- Check your Email spam and trash folders, as Expensify messages might be filtered incorrectly.
20
-
- Ensure that Expensify Emails are not blocked by adding the domain **expensify.com** to your Email provider’s allowlist.
49
+
- Ensure that Expensify Emails are not blocked by adding the domain **expensify.com** to your Email provider's allowlist.
50
+
51
+
## Issue: A Banner Says "We're Having Trouble Emailing You"
52
+
53
+
This banner appears when Expensify detects that emails to your address are bouncing or being blocked.
21
54
22
-
##Issue: A Banner Says “We’re Having Trouble Emailing You”
55
+
### Step 1: Try the Self-Service Unblock
23
56
24
-
Confirm that the Email address on your Expensify account is valid, then click the link in the banner labeled **"here."** If successful, you will see a confirmation that your Email was unblocked.
57
+
1. Confirm that the Email address on your Expensify account is valid
58
+
2. Click the link in the banner labeled **"here"**
59
+
3. If successful, you will see a confirmation that your Email was unblocked
Magic Code emails are critical for logging into your Expensify account. If you're not receiving these emails, this guide provides step-by-step troubleshooting to help you regain access.
9
+
10
+
---
11
+
12
+
# Quick Fixes for Users
13
+
14
+
**Try these steps first before contacting support:**
15
+
16
+
## 1. Wait and Check Basic Locations
17
+
18
+
-**Wait up to 10 minutes** - Magic Codes may be delayed due to email processing
19
+
-**Check your spam/junk folder** - Look specifically for emails from "expensify.com"
20
+
-**Search your entire inbox** for "Expensify" to find filtered messages
21
+
-**Check your trash/deleted items** folder
22
+
23
+
## 2. Improve Email Delivery
24
+
25
+
-**Add concierge@expensify.com to your contacts** to prevent future filtering
26
+
-**Mark previous Expensify emails as "Not Spam"** if found in spam folder
27
+
-**Create an email filter** to direct all expensify.com emails to your inbox
28
+
29
+
## 3. Try Resending
30
+
31
+
-**Click "Resend Magic Code"** on the login screen
32
+
-**Wait 2-3 minutes** between resend attempts
33
+
-**Limit to 3 attempts** before trying other solutions
34
+
35
+
---
36
+
37
+
# Alternate Access Options
38
+
39
+
## Use Backup Contact Methods
40
+
41
+
If you have multiple email addresses or phone numbers configured:
42
+
43
+
1. Go to the **"Can't access your account?"** link on the login page
44
+
2.**Try an alternate email** if you have one configured
45
+
3.**Use phone verification** if available for your account
46
+
47
+
## Update Contact Methods
48
+
49
+
If you can access your account through alternate means:
50
+
51
+
1. Go to **Settings > Account > Contact Methods**
52
+
2.**Add a backup email** for future login issues
53
+
3.**Verify the new contact method** before you need it
54
+
55
+
---
56
+
57
+
# For IT Teams and Administrators
58
+
59
+
## Email Server Diagnostics
60
+
61
+
**Check these common blocking points:**
62
+
63
+
1.**Review email server logs** for messages from expensify.com
64
+
2.**Verify domain allowlist** includes the full expensify.com domain
0 commit comments