The ACH Setup screen allows the user to modify their bank account for ACH reimbursement.
- Click on your initials (top right-hand corner)
- Select My Preferences.
- Go to ACH Setup.
- Click Add.
- Enter the following information (fields may vary depending on the country the employee is based):
- Effective Date
- Account Number
- Routing Number
- Bank Name
- Select the Account Type
- Last Modified - Will be updated by system
- Entered By - Will be updated by system
- Notes - Optional
- Active - ACH accounts can be marked as active (Yes) or not active (No)
- Click on Save.