Employee bank accounts | Payroll Web Platform

Overview

As a payroll Admin, you may have employees who you need to pay via Manual Deposit or Cash/Cheque instead of via Electronic payment. The payroll platform provides you with a simple way to handle these specific employee requirements, reducing your time spent on payroll administration.

The payroll platform Bank Accounts feature allows you to add an employee bank account details, specify the account number, how much to pay into each account, and if an employee can edit these details. You can also use this feature to edit any previously entered information and delete any data that is no longer required.

Availability

Payroll Plan:   Standard   Premium

Getting started

Adding a bank account
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs bank account details added.
  4. Click the Bank Accounts button.
  5. Click the Add button.
    Bank_Details_1.jpg
  6. Complete the following fields:
    • Account type:
      • Electronic
        • Name.
        • BSB.
        • Account number.
        • Pay into account.
        • Employee can edit.
      • Manual Deposit:
        • Name.
        • BSB.
        • Account Number.
        • Pay into account.
        • Employee can edit.
      • Cash/ Cheque:
        • Name.
        • Pay into account.
      • BPAY:
        • Name.
        • Biller code.
        • Customer reference number.
        • Pay into accounts.
        • Employe can edit.
  7. Click the Save button.
    Bank_Details_2.jpg

Maintain

 

Editing a bank account
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs bank account details edited.
  4. Click the Bank Accounts button.
  5. Make the required changes and click the Save button.
    bank_Details_3.jpg
Deleting a bank account
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs bank account details deleted.
  4. Click the Bank Accounts button.
  5. Click the Delete this Account button.
    Bank_Details_4.jpg
  6. Click the OK button.
    Bank_Details_5.jpg
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