Qualifiers

1. You need to update the Employee's Bank Account in an item

2. The Payee is 'Employee'

3. No other changes are required

Process

1. Go to Employee / Item

2. Click on Bank icon

Select an existing bank account or

1. Locate the bank account record you want

2. Check the check box

3. Click Apply to add the selected bank account record to the item

Create and add a new bank account

1. Click on New button

   1. Account Name - enter. This field is optional and can remain blank.

   2. BSB - enter

   3. Account Number - enter

   4. Claim - check if this account can be selected in the Contracts / Claim tab

   5. Default - check if this is the default account for claims raised in the Contracts / Claim tab or in the Driver Portal

2. Click on Create button to create the bank account record and add it to the item