Change the bank account number of an employee

You can change the bank account number of the employee if you have specified an incorrect payment reference or if the bank account number should not be a salary account.

If the bank account number is incorrect, you cannot adjust it in the employee properties. You change it in the person properties.

The change to the bank account number is not recognised by Profit as an entry that would cause the reprocessing of the employee. If you have changed the bank account number, process the employee again. Deselect the Only process the employees not yet processed check box when processing the employer. Profit does not include a change to the bank account number in an approved period.

To change the bank account number data:

  1. Go to: HR / Employee / Employee.
  2. Open the properties of the employee.
  3. Go to the tab: Bank.
  4. Open the properties of the bank account number.
  5. Change the data.
  6. Click on: OK.

To modify a bank account number:

Note:

Only use this procedure if the bank account number is incorrect. If the employee gets a new account number, add a new account to the employee. This allows you to maintain a history.

  1. Go to: HR / Employee / Employee.
  2. Open the properties of the employee.
  3. Go to: Actions (F8) / Person.

    You open the person's properties in Profit CRM.

  4. Go to the tab: Bank account.
  5. Select the account.
  6. Click on the action: Change bank account.
  7. Enter the data.
  8. Click on: Finish.
  9. Click on: OK.

    You return to the properties of the employee.

  10. Go to the tab: Bank.

    You see the changed account number.

See also

Directly to

  1. Employee bank account number
  2. Add a bank account number
  3. Change a salary account in InSite
  4. Change the bank account number of an employee
  5. Employee cash payment
  6. Bank account number with a deviating name
  7. Import a bank account number for an employee
  8. Add an international bank account number to an employee