Download Bank File - Revision history

Pinvoicer at 23:45, 19 February 2018

2018-02-19T23:45:35Z

Pinvoicer: /* Related Pages */

2018-02-19T23:45:02Z

Pinvoicer at 04:43, 17 January 2018

2018-01-17T04:43:07Z

Pinvoicer at 03:59, 17 January 2018

2018-01-17T03:59:12Z

Pinvoicer at 03:58, 17 January 2018

2018-01-17T03:58:25Z

Pinvoicer at 03:56, 17 January 2018

2018-01-17T03:56:49Z

Pinvoicer: /* How to use */

2018-01-17T03:54:35Z

How to use

Pinvoicer: /* How to use */

2018-01-17T03:54:22Z

How to use

Pinvoicer: Created page with "=About= The bank file is the file that you use in your banking software to make payments to your employees. =How to use= When you have finished entering hours and Process..."

2018-01-17T03:49:52Z

Created page with "=About= The bank file is the file that you use in your banking software to make payments to your employees. =How to use= When you have finished entering hours and Process..."

New page

=About=

The bank file is the file that you use in your banking software to make payments to your employees.

=How to use=

When you have finished entering hours and [[Process Batch]] the next stage is to get the bank file necessary to make the payments. To do this click on the <kbd>Payroll</kbd> then <kbd>Download Bank File</kbd> links from the main menu.

From here you can select one (or more batches to download) from the Current Batches tab. Select the ones you want and click on the <kbd>Select Batches</kbd> button.

[[File:Download_bank.PNG |800px]]

In the next screen it will show a summary of all of the people being paid and the net pay amounts. The Payslip Date defaults to today's date (edit this where required) and the filename for the download will be a combination of the batch numbers and divisions (alter this where required). Click <kbd>Download Batches</kbd> to download the bank file and then proceed to your banking software to make the payments.

[[File:Bank_file_download.PNG | 800px]]

← Older revision		Revision as of 23:45, 19 February 2018
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	* [[Employees]]		* [[Employees]]
	* [[Employee Bank Accounts]]		* [[Employee Bank Accounts]]
		+	* [[Manage Deduction Banks]]

@@ Line 37: / Line 37: @@
 * [[Bank Report]]
 * [[Send Payslips]]
 * [[Employees]]
 * [[Employee Bank Accounts]]

@@ Line 35: / Line 35: @@
 =Related Pages=
 * [[Send Payslips]]
 * [[Employees]]
 * [[Employee Bank Accounts]]

← Older revision		Revision as of 03:59, 17 January 2018
Line 37:		Line 37:
	* [[Send Payslips]]		* [[Send Payslips]]
	* [[Employees]]		* [[Employees]]
		+	* [[Employee Bank Accounts]]

← Older revision		Revision as of 03:58, 17 January 2018
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	Click on the <kbd>Previous Batches</kbd> tab to view the previously downloaded bank files.		Click on the <kbd>Previous Batches</kbd> tab to view the previously downloaded bank files.
		+
		+
		+	=Related Pages=
		+	* [[Send Payslips]]
		+	* [[Employees]]

← Older revision		Revision as of 03:56, 17 January 2018
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	[[File:Bank_self_bal.PNG \|600px]]		[[File:Bank_self_bal.PNG \|600px]]
		+
		+
		+
		+
		+	===To Download previously downloaded bank files===
		+
		+	Click on the <kbd>Previous Batches</kbd> tab to view the previously downloaded bank files.

← Older revision		Revision as of 03:54, 17 January 2018
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−	===For bank files that need Self Balancing transaction lines - AU==	+	===For bank files that need Self Balancing transaction lines - AU===

	Some bank systems need to have a self balancing line in their upload file. If you need this in the batch tick the '''Self Balancing Transaction''' box before clicking the <kbd>Download ABA File</kbd> button.		Some bank systems need to have a self balancing line in their upload file. If you need this in the batch tick the '''Self Balancing Transaction''' box before clicking the <kbd>Download ABA File</kbd> button.

← Older revision		Revision as of 03:54, 17 January 2018
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	[[File:Bank_file_download.PNG \| 800px]]		[[File:Bank_file_download.PNG \| 800px]]
		+
		+
		+	===For bank files that need Self Balancing transaction lines - AU==
		+
		+	Some bank systems need to have a self balancing line in their upload file. If you need this in the batch tick the '''Self Balancing Transaction''' box before clicking the <kbd>Download ABA File</kbd> button.
		+
		+
		+	[[File:Bank_self_bal.PNG \|600px]]