9.Staff Bank Details

Dashboard

• Staff bank details dashboard will be shown as below:
  
  
  

• Click on left side Menu List → Click on HR → Click on Staff Bank Details tab.
  
  
  

  9.1.Add Bank Details

• Click on the Staff Bank Details tab → Click on Add Bank Details → Info tab by default display form will get open as per the below image.
  
  1.Contacts/Staff/Vendors: Select Contacts/Staff/Vendors using dropdown.
  2.Bank Name: Enter the Bank name.
  3.Branch: Enter the Branch name.
  4.Account No: Enter Account no.
  5.Account Holder Name: Enter the Account holder name.
  6.IFSC Code: Enter the IFSC code.
  7.SWIFT Code: Enter the SWIFT code.
  
  

• Click on the Add Bank Details → Click on the Address tab form will get open as per the below image.
  
  1.State: Enter the State.
  2.Country: Select Country using dropdown.
  3.Zipcode: Enter the Zipcode.
  4.Address: Enter the Address.
  
  

• Click on the Add Bank Details → Click on the Xtras tab form will get open as per the below image.
  
  1.Xtras: Enter the Xtras.

• Click on the Add Bank Details → Click on the Notes tab form will get open as per the below image.
  1.Notes: Enter the Notes.
  

• After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.
  
  
• Added bank details is displayed in Reports as shown in the below image.
  
• On click of the View icon, users can view bank details.
• On click of the Edit icon, users can edit bank details.