Employee Bank Accounts - Revision history

Pinvoicer at 00:58, 23 April 2018

2018-04-23T00:58:41Z

Pinvoicer at 06:01, 20 February 2018

2018-02-20T06:01:04Z

Pinvoicer at 06:00, 20 February 2018

2018-02-20T06:00:35Z

Pinvoicer at 05:59, 20 February 2018

2018-02-20T05:59:51Z

Pinvoicer at 07:13, 23 January 2018

2018-01-23T07:13:59Z

Pinvoicer: Created page with "==About Employee Bank Accounts== PinvoiceR is able to pay into four different bank account for an employee and their net pay can be split into these multiple accounts on eith..."

2017-12-20T07:02:22Z

Created page with "==About Employee Bank Accounts== PinvoiceR is able to pay into four different bank account for an employee and their net pay can be split into these multiple accounts on eith..."

New page

==About Employee Bank Accounts==

PinvoiceR is able to pay into four different bank account for an employee and their net pay can be split into these multiple accounts on either a fixed amount and a percentage basis.

Adding multiple bank accounts can be done from either within PinvoiceR by a payroll user or done through an online employee portal (where configured to do so).

To add additional bank accounts, or to edit an existing bank account click on the <kbd>Edit Employee</kbd> button in the employee's record. Then scroll down to the Bank Details section. Here you;

* Click on the Green "+" to add another bank line
* Click on the Red "-" to remove a bank line
* Enter the '''Split Percentage''' if using this method - eg pay 80% into Bank Acc #1 and 20% into Bank Acc #2
* Or enter the '''Threshold Amount''' if using this method eg pay $200 in to Bank Acc #1 and the balance into Bank Acc #2

[[File:bank_accounts.jpg]]

@@ Line 18: / Line 18: @@
 =How to use=
-The way that the processing works in PinvoiceR is that where there are multiple bank accounts it will split a net pay across those accounts on the basis of a rule for each account and then putting any balance (ie amount left over after applying the rules) back into the primary (first account).
+The way that the processing works in PinvoiceR is that where there are multiple bank accounts it will split a net pay across those accounts on the basis of a rule for each account and then putting any balance into the last account listed.
-* Add a secondary account and put the amount of $100 in the threshold field
+E.G.
-Note:- the code will need an threshold amount in the primary account to work.
+An employee wants to pay $150 into one account and then put the balance in another. To do this they would add in the first account - ie the one that is being used for the $150 and enter the $150 as the threshold amount. Then they would add their other account - ie the account that they want to put the balance of their net pay into.
-In the above example the way that the code will work is - example: $500 net pay. On the first pass it allocates $1.00 to the primary account, then $100 to the secondary account and then the balance into the primary account - ie $399.00
+From a bank transfer perspective - you will have two transfers, $150 into primary account and $Balance into secondary account.

← Older revision		Revision as of 06:01, 20 February 2018
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	* [[Bank Report]]		* [[Bank Report]]
	* [[Download Bank File]]		* [[Download Bank File]]
		+	* [[Manage Deduction Banks]]

← Older revision		Revision as of 06:00, 20 February 2018
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	=Related Pages=		=Related Pages=
	* [[Employees]]		* [[Employees]]
		+	* [[Bank Report]]
		+	* [[Download Bank File]]

@@ Line 14: / Line 14: @@
 [[File:bank_accounts.jpg]]
 =Related Pages=
 * [[Employees]]

@@ Line 1: / Line 1: @@
-==About Employee Bank Accounts==
+=About=
 PinvoiceR is able to pay into four different bank account for an employee and their net pay can be split into these multiple accounts on either a fixed amount and a percentage basis.
@@ Line 14: / Line 14: @@
 [[File:bank_accounts.jpg]]