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FixMyBooks's avatar
FixMyBooks
Partner
3 years ago
Solved

New bank account not showing in payment method in wages

I've set up a new bank account - it's been added in bank feeds and is up & running.  My issue is that it doesn't show as a bank account in the payment method within wages, so I can't choose it as the...
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi FixMyBooks 

     

    The Pay from Account for payroll transactions is linked to the payment method of the transaction that is used. You can set the linked account for a payment method via Setup>>Linked Accounts>>Payroll Accounts - Bank account for xxx payments - xx being the payment method (cash, cheque, or electronic). 

     

    So in your case, if my recommendation would be to make sure that the account you wish to use is the one that is listed as one of the linked payroll accounts. Once that has been done, you can select that payment method on the employee's card (Payment details) or within the Pay employee window when you pay the employee to use that account.


    Note: I have assumed that you have checked to ensure that the account is listed as active and has the account type of Bank in the Accounts list.

Steven_M's avatar
Steven_M
Former Staff

Hi FixMyBooks 

 

The Pay from Account for payroll transactions is linked to the payment method of the transaction that is used. You can set the linked account for a payment method via Setup>>Linked Accounts>>Payroll Accounts - Bank account for xxx payments - xx being the payment method (cash, cheque, or electronic). 

 

So in your case, if my recommendation would be to make sure that the account you wish to use is the one that is listed as one of the linked payroll accounts. Once that has been done, you can select that payment method on the employee's card (Payment details) or within the Pay employee window when you pay the employee to use that account.


Note: I have assumed that you have checked to ensure that the account is listed as active and has the account type of Bank in the Accounts list.

FixMyBooks's avatar
FixMyBooks
Partner
3 years ago

Thanks so much Steven.  

 

That has worked,  I was going into Setup>>Linked Accounts>>Accounts & Banking originally.  I didn't even realise there was a Payroll Accounts one!!!  That what I get for not keeping up with the courses!

 

Thank you so much, I appreciate your help.

 

Kind Regards

Leanne

 

 

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