Adding new Bank Details
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In the menu, select the Bank Details process:
If this is the first time you have added Bank Details, WX displays the Bank Details page with a message:
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Select New.
WX displays the Account Details view:
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You must enter an Account Name and the name of the bank holding the account.
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Select the Country picklist to display a list of countries available:
Select the Account Type you want to record.
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Complete other Account Details fields as required by your organization:
- Use the Allocate Funds radio buttons to select how you want payments to be allocated to this account from payroll:
Amount for a fixed amount.
Percentage for a fixed percentage.
Remainder if this account is to receive all funds remaining when other allocations have been made.
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For Amount and Percentage allocation, enter a Value:
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A value entered for Amount is not checked at point of entry—it is validated against available funds by your company's payroll system.
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Select:
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Save to save the details you entered and display the Bank Details detail view with your new account added:
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Cancel to discard your changes and return to the Bank Details detail view. You are asked to confirm:
To confirm, select Yes, Cancel.
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