In this article you will learn:

  • How to turn on the Bank Details tab
  • How to amend the settings of the Bank Details tab

You must have account administrator access to turn on the Bank Details tab in your account.

  1. Login to Bizimply
  2. Click on the drop down menu on the top right corner of the screen
  3. Click on 'My Apps'
  4. Select 'Bank Details' and click 'Install'

5. Once installed, a small cog symbol will appear on the app. Click on this to be brought to the settings. Alternatively, click on the drop down menu on the top right corner of the screen and select 'Settings' > Employees > Bank Details. Both routes will take you to the settings of 'Bank Details

6. Once in the settings, you can choose to turn 'On' or 'Off' some elements of Bank Details. If they are turned 'Off' then these fields will not appear in the employee profile

7. Select an employee's profile and see the new addition of the 'Bank Details' tab

8. Enter the employee's bank details and press 'Save'

Related Articles:

Giving access to Bank Details

Bank Details report

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