We are using Version 2.2.22
There is a column that can be added to the employee report called "Bank Institution". See:
Home > Employee Tax / Deduction List > About > Employee List > Bank Account > Employee Information Report
However there doesn't seem to be a place to put this data into the database. The logical screen for this data entry is
Home > Pay Stub Account List > Employee Tax / Deduction List > About > Employee List > Bank Account
but this screen only inputs data for the routing number and the check account.
Questions:
1) Is there a way of putting this "Bank Institution" data into the database?
2) If not, can this feature be added to a future program release?
Thanks
John
Access to "Bank Institution" data
Re: Access to "Bank Institution" data
Currently that field is only enabled when TimeTrex sees that the employee is in Canada.
Re: Access to "Bank Institution" data
Shaun,
Thanks for the explanation.
Can I please request that the feature be turned on for US customers also?
Thanks
John
Thanks for the explanation.
Can I please request that the feature be turned on for US customers also?
Thanks
John
Re: Access to "Bank Institution" data
Can you please describe in detail the purpose and use for your request.
Re: Access to "Bank Institution" data
Shaun
We need to keep this information for direct deposit of the employees' wages.
We would like to store the name of the bank e.g. "Wells Fargo" for each employee.
Thanks
John
We need to keep this information for direct deposit of the employees' wages.
We would like to store the name of the bank e.g. "Wells Fargo" for each employee.
Thanks
John
Re: Access to "Bank Institution" data
Okay, the bank institution field is not designed to hold text information, it will only hold numbers, so it could never be used for the purpose you are looking for.
I would recommend entering the bank name into the Employee Note field on their employee profile, or using the Admin -> Company -> Other FIelds functionality to add a custom "Bank Name" field instead.
I would recommend entering the bank name into the Employee Note field on their employee profile, or using the Admin -> Company -> Other FIelds functionality to add a custom "Bank Name" field instead.
Re: Access to "Bank Institution" data
Shaun,
Thank you very much.
That is an excellent feature that I was unaware of.
It satisfied our requirements.
Cheers
John
Thank you very much.
That is an excellent feature that I was unaware of.
It satisfied our requirements.
Cheers
John