Global Bank Setup

The Version 8.3 higher now supports ACH reimbursements globally. Users must provide the bank details to be able to receive the reimbursements. To set up the bank information for the reimbursement:

  1. From the home page of the DATABASICS application on the top right-hand corner, click on your initials to view the drop-down menu options.

  2. Select My Preferences

  3. Click the Global Bank Setup

  4. Prior to setting up a new bank press the question mark icon to view the banking details required by your county to allow for a successful bank transfer:

    image-20241010-190012.png

  5. Scroll to the corresponding country to look up the details required by that country and the corresponding definition of each field.

    image-20241010-203537.png

  6. Back in the preferences Global Bank Setup screen, Click Add to setup a new bank

  7. Fill out the fields required by your country as references in the referenced document: https://databasics.atlassian.net/wiki/spaces/PG7/pages/2629926927

  8. Click Save to save the details

 

2024 DATABASICS, Inc