TriNet Direct Pay Integration - Company

Company Verification:

1. Log into TriNet Expense as the Company Owner, or Admin role
2. View Settings > Add-Ons > Reimburse
3. Select “Install” for TriNet Direct Pay
4. Enter in the fields:
1. First Name
2. Last Name
3. Email Address
4. Address
5. City
6. State (Ex. CA)
7. Postal Code (Five Digits)
8. SSN (Last Four Digits)
9. Business Classification
10. Business Type
11. Business Name
12. Employer Identification Number (Nine Digits)
5. Click “Save”

Company Bank Verification:

1. Enable or Disable ability for Bookkeeper to export expense reports for reimbursement
2. Agree to the terms of TriNet Direct Pay
3. Select “Verify your banking account”
4. Search for your bank or credit union that the funds will be withdrawn from
1. Use Instant Verification which will require your online banking details (Same day verification)
2. Use Deposit Verification which will deposit two micro deposits into your account (It may take 1-3 business days to view the deposits)
5. Click “Agree & Continue” to integrate your banking account

The ACH provider can take up to 1 business day to verify the client. You will receive an email notice if additional documentation is required. If not, then you will receive an email that says your company was verified.

Employees cannot integrate their bank account until your company bank account has been verified. 

Instructions for employee activation.

Please contact support@trinetcloud.com for further assistance.