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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 DetailsInfo 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.

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