Difference between revisions of "Where can I store employee bank information?"

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== Summary ==
 
== Summary ==
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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.  
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This article explains how you can store your employee bank information in Platinum .
  
 
== 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.
  
 
=== Bank Information ===
 
=== Bank Information ===
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Go to "Payroll" -> "Payroll Parameters/Maintenance" -> "Bank Maintenance".
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Go to {{PayrollMaintenance|Add or Edit Banks}}.
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* Search for an existing banks details or use {{Button|Add}} to enter new details.
  
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You will see a screen that includes the following prompts:  
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You will see a screen that includes the following prompts:
  
 
; Bank Sort Code
 
; Bank Sort Code
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:Enter the Bank Sort Code and press {{KeyPress|Enter}}.
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:Enter the Bank Sort Code and press {{KeyPress|ENTER}}.
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; Name & Address  
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; Name & Address
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:Enter the Name of the Bank and it’s Address.
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:Enter the Name of the Bank and it's Address.
  
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Once you have entered the basic details, press {{KeyPress|Esc}} and {{KeyPress|Enter}} to Accept the new record.  
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Once you have entered the basic details, press {{KeyPress|ESC}} and {{KeyPress|ENTER}} to Accept the new record.
  
 
=== Groups ===
 
=== Groups ===
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; Group
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You may wish to Group branches together, follow the instructions below to create a Group:
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:You may wish to Group branches together, follow the instructions below to create a Group:
 
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:*Press {{KeyPress|S-F10}} on the Group field.
 
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:*Enter a Group Code. (e.g. {{DataValue|BAR}} (maximum 3 characters).)
 
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:*Press {{KeyPress|Enter}} and enter a description. (e.g. {{DataValue|Barclays Branches}} (maximum 30 characters).)
 
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*Press {{KeyPress|Esc}} and {{Button|Accept}} the new Group.
 
  
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*Once Groups have been set up, you can then enter the appropriate code as you create banks.
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* Press {{KeyPress|S-F10}} on the Group field.
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* Enter a Group Code. (e.g. {{DataValue|BAR}}.)
 +
* Press {{KeyPress|ENTER}} and enter a description.
  
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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.  
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{{Tip|text={{DataValue|Barclays Branches}}.}}
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 +
*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.
 +
 
 +
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 ==
 
== See also ==
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*[[How do I Add a New Employee to the Payroll?]]
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* [[How do I create an employee in the payroll?]]
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*[[How do I Close a Payroll Period?]]
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* [[How do I close a payroll period?]]
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*[[Where can I Store my Company Bank Details?]]
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* [[Where can I store my company bank details?]]
  
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{{KB_Tags|bank, records, sort codes, sort, codes, branch, employee, parameters, params}}{{KB_PR}}{{ZN_Admin}}
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{{KB_Tags|bank, records, sort codes, sort, codes, branch, employee, parameters, params}}
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{{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


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Keywords AND Misspellings
bank, records, sort codes, sort, codes, branch, employee, parameters, params
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