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?
- On the HRM: Type - Bank accounts page, click the hyperlinked description under the Description column.
How do I create bank account types?
- On the HRM: Type - Bank accounts page, click New.
- On the HRM: Type - Bank account page, fill in the required information.
- 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?
- On the HRM: Type - Bank accounts page, click the hyperlinked description under the Description column.
- Click Edit, and make the necessary changes.
- Click Save.
How do I delete the bank account types?
- On the HRM: Type - Bank accounts page, select the check boxes of the corresponding bank account types to be deleted.
- Click Delete. A message "Are you sure that you want to delete this record?" is displayed.
- Click OK to confirm the deletion.
Buttons
Refresh
Click this to update the results.
New
Click this to create a bank account type. For more information, see Creating and modifying bank account types.
Delete
Click this to delete the selected bank account types.
Close
Click this to exit.
Field
Page size
Type a number to define the number of bank account types to be displayed on a single page. Click Show to update the page size.
Columns
Select the check boxes to determine the bank account types that you want to delete.
Code
This column displays the codes of the bank account types.
Description
This column displays the names or descriptions of the bank account types. You can click the hyperlink to view the corresponding bank account type.
Mask
This column displays the masks of the bank account types. A mask acts as a validation to verify the bank account number entry.
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: |
Exact Synergy Enterprise
|
Date: |
09-10-2012 |
| Release: |
|
Attachment: |
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| Disclaimer |