Adding new Bank Details

1. In the menu, select the Bank Details process:

   

   If this is the first time you have added Bank Details, WX displays the Bank Details page with a message:

   

2. Select New.

   WX displays the Account Details view:

   

3. You must enter an Account Name and the name of the bank holding the account.

4. Select the Country picklist to display a list of countries available:

   

   Select the Account Type you want to record.

5. Complete other Account Details fields as required by your organization:

6. Use the Allocate Funds radio buttons to select how you want payments to be allocated to this account from payroll:

   • Amount for a fixed amount.

   • Percentage for a fixed percentage.

   • Remainder if this account is to receive all funds remaining when other allocations have been made.

7. For Amount and Percentage allocation, enter a Value:

   • A value entered for Amount is not checked at point of entry—it is validated against available funds by your company's payroll system.

8. Select:

   • Save to save the details you entered and display the Bank Details detail view with your new account added:

     

   • Cancel to discard your changes and return to the Bank Details detail view. You are asked to confirm:

     

     To confirm, select Yes, Cancel.