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Exact Synergy Enterprise   
 

Overview of bank account types

Menu path

HRM à Setup à Organization à Bank accounts

Introduction

On this page, you can view a list of bank account types as well as create and delete bank account types. A bank account type is created if a bank account used by a person does not comply with the existing bank accounts.

You can view the bank accounts that are linked to a person as well as create a bank account entry for a person by clicking Bank accounts under the Monitor section of the personal card.

Roles and rights

To view, create, or modify bank account types, function right 278 – Maintain bank account type is required. Users with the Controller or HR role have this function right.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I view the details of the bank account types?

  1. On the HRM: Type - Bank accounts page, click the hyperlinked description under the Description column.

How do I create bank account types?

  1. On the HRM: Type - Bank accounts page, click New.
  2. On the HRM: Type - Bank account page, fill in the required information.
  3. Click Save. To save this entry and create another bank account type immediately, click Save + New instead.

Keep in mind: All fields with the "!" icon are mandatory.

How do I modify the bank account types?

  1. On the HRM: Type - Bank accounts page, click the hyperlinked description under the Description column.
  2. Click Edit, and make the necessary changes.
  3. Click Save.

How do I delete the bank account types?

  1. On the HRM: Type - Bank accounts page, select the check boxes of the corresponding bank account types to be deleted.
  2. Click Delete. A message "Are you sure that you want to delete this record?" is displayed.
  3. Click OK to confirm the deletion.

Buttons

Field

Columns

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.428.591
 Assortment:  Date: 09-10-2012
 Release:  Attachment:
 Disclaimer

Attachments
OH250-Overviewofbankaccttypes-final.docx 29.1 KB View Download