BANK ACCOUNTS

Employee Bank Accounts – Adding and Updating

Navigate to Employees and select the Employee to be updated.

1. Select Pay Settings / Bank Accounts
2. Select + Add

• Account:  Enter name of the account you are adding
• Description:  The detail entered here will appear on the employee’s bank statement
• BSB Number:  Enter the BSB number (system will insert -)
• Account Number:  Enter the account number
• Flag Indicator: Leave Blank
• Payment Type: If multiple accounts are added the system will allow this field to be altered to either Amount or Percentage selectable from a drop down box.
• Payment Value: Enter the amount or percentage to be deposited in the account.
• Disabled: Use this if an account is temporarily not to be used, remove when account is reinstated.
• Click the Save button to record the new account.