Difference between revisions of "Where can I store employee bank information?"
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== More Information == | == More Information == | ||
| − | If you wish to store Company and Employee Bank details, you will need to create a record for each bank in the Payroll Parameters. You may also group branches together e.g. all Barclays branches. | + | If you wish to store Company and Employee Bank details, you will need to create a record for each bank in the Payroll Parameters. You may also group branches together e.g. all Barclays branches. |
=== Bank Information === | === Bank Information === | ||
| − | Go to {{ | + | Go to {{PayrollMaintenance|Add or Edit Banks}}. |
| + | * Search for an existing banks details or use {{Button|Add}} to enter new details. | ||
| − | You will see a screen that includes the following prompts: | + | You will see a screen that includes the following prompts: |
; Bank Sort Code | ; Bank Sort Code | ||
| − | :Enter the Bank Sort Code and press {{KeyPress| | + | :Enter the Bank Sort Code and press {{KeyPress|ENTER}}. |
| − | ; Name & Address | + | ; Name & Address |
| − | :Enter the Name of the Bank and | + | :Enter the Name of the Bank and it's Address. |
| − | Once you have entered the basic details, press {{KeyPress| | + | Once you have entered the basic details, press {{KeyPress|ESC}} and {{KeyPress|ENTER}} to Accept the new record. |
=== Groups === | === Groups === | ||
| − | + | You may wish to Group branches together, follow the instructions below to create a Group: | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | * | + | * Press {{KeyPress|S-F10}} on the Group field. |
| + | * Enter a Group Code. (e.g. {{DataValue|BAR}}.) | ||
| + | * Press {{KeyPress|ENTER}} and enter a description. | ||
| − | + | {{Tip|text={{DataValue|Barclays Branches}}.}} | |
| − | + | *Press {{KeyPress|ESC}} and {{Button|Accept}} the new Group. | |
| − | * | + | * Once Groups have been set up, you can then enter the appropriate code as you create banks. |
| − | |||
| − | * | ||
| − | {{KB_Tags|bank, records, sort codes, sort, codes, branch, employee, parameters, params}}{{KB_PR}}{{ZN_Admin}} | + | When you have created Bank Records, you can then record your Company Bank Details and your Employee Bank Details by entering a Sort Code matching a record you have just created. |
| + | |||
| + | == See also == | ||
| + | * [[How do I create an employee in the payroll?]] | ||
| + | * [[How do I close a payroll period?]] | ||
| + | * [[Where can I store my company bank details?]] | ||
| + | |||
| + | {{KB_Tags|bank, records, sort codes, sort, codes, branch, employee, parameters, params}} | ||
| + | {{KB_PR}}{{ZN_Admin}} | ||
Latest revision as of 06:30, 9 November 2019
Summary
This article explains how you can store your employee bank information in Platinum .
More Information
If you wish to store Company and Employee Bank details, you will need to create a record for each bank in the Payroll Parameters. You may also group branches together e.g. all Barclays branches.
Bank Information
Go to " Payroll Maintenance Options Add or Edit Banks".
- Search for an existing banks details or use [Add] to enter new details.
You will see a screen that includes the following prompts:
- Bank Sort Code
- Enter the Bank Sort Code and press <Enter>.
- Name & Address
- Enter the Name of the Bank and it's Address.
Once you have entered the basic details, press <Esc> and <Enter> to Accept the new record.
Groups
You may wish to Group branches together, follow the instructions below to create a Group:
- Press <Shift+F10> on the Group field.
- Enter a Group Code. (e.g. 'BAR'.)
- Press <Enter> and enter a description.
 | 'Barclays Branches'. |
- Press <Esc> and [Accept] the new Group.
- Once Groups have been set up, you can then enter the appropriate code as you create banks.
When you have created Bank Records, you can then record your Company Bank Details and your Employee Bank Details by entering a Sort Code matching a record you have just created.
See also
- How do I create an employee in the payroll?
- How do I close a payroll period?
- Where can I store my company bank details?
