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Add bank details

In this article we guide you on how to add or check your bank details.

Neha Joshi avatar
Written by Neha Joshi
Updated over 2 months ago

If you wish to add or amend your bank details, you’ll need to follow the following simple steps, which will overwrite your previous details. These details will remain on the system for audit purposes and can't be removed. A notification goes to the finance team with the changes and the system updates.

  1. Click Admin, then click My Company.

  2. Click Actions, then click New Bank Details.

  3. Enter your bank details, including all mandatory fields marked with an asterisk.

  4. When complete, click Save.

📌Note: The effective date is the date you wish for the bank details to be active from.

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