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Banking details | Xero Payroll

Jimmy
Updated

There may be 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 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
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Add a bank account
  1. Click the People menu.
  2. Click the Employees List 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 choose 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

Deleting data

Delete a bank account
  1. Click the People menu.
  2. Click the Employees List 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

Author recommended

So you have now managed your bank details and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

  • Leave balance visibility | Xero Guide This guide walks you through how to customise your employee's leave balance visibility in your Employment Hero platform.
  • Common Xero Import Conflicts This section contains a range of error resolution articles that cover common import conflicts our clients run into when syncing their Xero data.
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