Global Bank Setup-Admin

The Version 8.3 higher now supports ACH reimbursements globally. Users must provide the bank details to be able to receive the reimbursements from the user preferences, or an admin user can add these details for them from the Administrator menu → Organization → Employee tabs.

1. Select any employee record where the details need to be added

2. Press Add to add a new record

3. Enter the details as required by the local bank to be able to process the ACH payment:

4. Effective Date

5. Active

6. Bank Account Number

7. Bank Name

8. Bank Transit Number

9. Ref/Roll Number/Sort Code

10. SWIFT/BIC Code

11. Account Type

12. IBAN International Bank Account Number

13. Notes Optional

To view which details may be required by country please visit the following link.