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  6. Xero Unique Features

Xero: Banking details

Jimmy
Updated

Overview

There may examples where an employee's banking details may change, such as moving to a new bank or merging your bank accounts into one account. In these cases, the information stored within the employee profile will become outdated.

You can use the Banking Details feature to update these details if they change. The platform will reflect the changes you made in your personal file throughout the entire Employment Hero platform.

Availability

HR Plan:   Free   Standard   Premium   Platinum

Getting started

Adding a bank account
  1. Click on the Personal menu.
  2. Click on the Employees submenu.
  3. Click on the Employee's Name, whose details need updating.
  4. Click on the Banking Details button
  5. Click the Add New button.
    Bank_1.jpg
  6. Complete the following fields:
    • Statement Text.

    Helpful Hint

    The statement text will appear on your employee's bank statement when they receive payment.

    • Account name.
    • BSB.
    • Account number.
    • Amount field.

    Helpful Hint

    You can use the Amount field to split the amount sent to each account, i.e. if you have two bank account fields and designate one of those accounts with a $400 amount, then the second bank field will default to remaining.

  7. Click the Update button.
    Bank_2.jpg

Maintain

Deleting a bank account
  1. Click on the Personal menu.
  2. Click on the Employees submenu.
  3. Click on the Employee's Name, who needs a bank account deleted.
  4. Click on the Banking Details button.
  5. Click the Delete button to remove the banking details for that row.
    Bank_3.jpg
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