Employees bank details update

Question

Hi Guys

Does anyone know how I can update/change an existing employee's bank details?

Many thanks

SupportNoteGuy · Answer

Hi @ShelleyT - hmm...maybe take a look at this help topic to make sure you're set up for electronic payments.

Adrian

ShelleyT · Answer

Hi Adrian

Thanks for your response how however when I do this it only gives me the option of Cheque or Cash,

Is this because I have limited access?

Thanks

Shelley

SupportNoteGuy · Answer

Hi @ShelleyT - thanks for the question!

To update an employee's bank details:

* Go to the Payroll menu > Employees.
* Click the employee's name to open their details.
* Click the Payment details tab.
* In the Split net pay between field, choose how many bank accounts you're paying into for this employee. If it's more than one, enter the details of each.
* Enter the Bank statement text to appear on the employee's bank statement for the electronic payments you make to them.
* Enter the employee's updated banking details.
* Click Save.

Remember - the updated bank details will only apply for bank files you create from now on - any existing bank files will still have the employee's previous bank details.

I hope this helps!

Adrian