Setting Employee's Default Bank Account

Setting Employee's Default Bank Account

In order to set the Employee Bank, go to Payroll -> General > Employee List -> Click "Edit" for the employee

 While in Employee Career Progression screen

Please Select : Payroll -> Bank 




In the Employee Bank Form 


Select or Create a default bank account for the employee. 


Click on the "Set as Default Account" Button.



Once the bank account is been set as default the bank account list will be updated and display as below. The Bank Account that has been set as Default will be bracketed as "(Default)". 



You are able to use export/import features to update employee bank in bulk.

Export Data:





  1. Click on Export button.
  2. An Employee Bank file is downloaded. Open the file with excel. 
  3. Amend the data and save the file in "xlsx" format. 

Import Data:


​


  1. Click on Import button.
  2. Click on Choose File to select the file save previously.
  3. Click on Data Import button to update the employee bank.

    • Related Articles

    • 3.1 Employee Bank

      How to migrate employee bank details? Download the Employee Bank template file as per attached or download at Payroll Home ->  General ->  Employee List -> Edit Employee -> Payroll tab -> Bank ->  Click on Export button. Open with Excel (default) ...

    • 1.3 Auto Bank (Bank Payment File)

      The Auto Bank feature allows you to generate auto bank file/diskette for payout items such as Salary, EPF, SOCSO and etc to your company bank. In order to use our Auto Bank feature, you will need to create the auto bank format/diskette. You may ...

    • 4. Expense General Setting

      Here you will set some of the general settings for e-Expense.  Step 1 ,2 & 3: Go to Home -> Expense -> General -> Expense General Setting.   1. Does your Company allow back date Expense claim? If yes, how many days/week/months? Enter the value in the ...

    • How to configure EA form setting?

      The administrator is required to configure the EA form setting prior to releasing the EA form to employees. This is to ensure that all payroll items have been assigned to an EA form field to reflect every employee's income accurately when the EA form ...

    • 4. Company Statutory Account

      Location: Home -> System Setup -> Company Setup -> Company Statutory Account EPF Account Enter Company's EPF Account Number here. You may have multiple EPF Accounts here. However, do NOT forget to set one of them as the Default EPF account Note: By ...