ACH Setup

The ACH Setup screen allows the user to modify their bank account for ACH reimbursement.

1. Click on your initials (top right-hand corner)
2. Select My Preferences.
3. Go to ACH Setup.
4. Click Add.
5. 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)
6. Click on Save.