This screen stores the bank payment information for an employee which is used to make direct deposits into the employee’s account
Fields contained in this screen are described below
- Account Number: This is the employee’s bank account number
- Account Name: This is auto populated based on the account number and bank information provided
- Sort Code: This is the employee’s bank sort code
- Bank Name: This is the employee’s bank name – select from drop down
- Account Type: This is the employee’s account type i.e. Current, Savings etc. Select the appropriate type for the list
- Address: This is the employee’s bank address
- Branch Code: This is the employee’s bank branch code
- Get Beneficiary button: Click to retrieve the account name based on information provided
- Save Button: Click to save the Bank Details
Editing Bank Details
To edit Bank details, navigate to this screen by clicking Bank details on the side navigation panel. Click the edit button then and change the information as required (see Creating Bank Details). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.
Bank Details Account Name Validation
This feature automatically validates the payee's bank name by cross-checking the details entered or uploaded on the bank details screen.