Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

This is task 4 of 4 for setting up electronic payments (see previous task or an overview of all tasks).

By recording the bank details of your employees you'll be able to pay them electronically.

 

UI Expand
titleTo record the bank details of an employee (Australia)

To record the bank details of an employee (Australia)

  1. Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Locate the employee you pay electronically and click Edit. The Card Information window appears.

    UI Text Box
    typenote
    If you haven’t created a card for the employee, you can create one now by clicking New in the Cards List window and entering the employee’s details.
  3. Click the Payment Details tab.

  4. Select Electronic from the Payment Method list.

  5. (Plus, Premier) Select the number of bank accounts (up to three) the employee wants their pay to be distributed to.

  6. Enter the employee’s bank account details.

  7. Type the statement text you want to appear on the employee’s bank statements, for example ‘monthly pay’.

  8. (Plus, Premier) If you're distributing to more than one account, in the Value field, type the amount or percentage of the pay to be deposited into the account and select the distribution method (Percent or Dollar). Note that the final account will receive the remaining amount of your employee's net pay.
    Example banking details in an employee's card

  9. Click OK to return to the Cards List window.
  10. Repeat from step 2 for each employee you pay electronically.
UI Expand
titleTo record the bank details of an employee (New Zealand)

To record the bank details of an employee (New Zealand)

UI Text Box
sizemedium
typenote

AccountRight 2019.2 Known issue. We're aware of an issue that prevents entering bank account numbers in employee cards. This only affects offline files using AccountRight 2019.2 – online files are unaffected. We understand how frustrating this is and sincerely apologise. This issue will be fixed in a coming release.

  1. Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Locate the employee you pay electronically and click Edit. The Card Information window appears.

    UI Text Box
    typenote
    If you haven’t created a card for the employee, you can create one now by clicking New in the Cards List window and entering the employee’s details.
  3. Click the Payment Details tab.

  4. Enter the employee’s bank account details.
  5. In the Particulars, Code and Reference fields, enter the default details that will help the employee identify your payments on their bank statements. If required, you can change these details when entering a payment.
    Banking detail fields in an employee's card
  6. Click OK to return to the Cards List window.
  7. Repeat from step 2 for each employee you pay electronically.

Once you have completed the setup, you're ready to process electronic payments.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Electronic payments

1. Record your bank account details

2. Set up an electronic clearing account

3. Record the bank details of suppliers

Panelbox
nameyellow
titleFrom the community

RSS Feed
titleBarfalse
max5
showTitlesOnlytrue
urlhttp://community.myob.com/myob/rss/search?q=employee+bank+details&filter=labels%2CsolvedThreads&search_type=thread&solved=true

HTML Wrap
classmorelinks

More »