Card Information window—Payment Details view—Employee

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Card Information window—Payment Details view—Employee

The Card Information window is where you can add, change, delete and view information about customers, vendors, employees and personal contacts.

You can use the Payment Details view to select a payment method for your employee and to enter your employees’ banking information, if you pay your employees electronically.

note :

You must subscribe to Direct Deposit to make electronic payments to employees

The payment method you select and the details you enter in this window will be used for the employee when you process the employee’s pay using the Process Payroll assistant.

If you use Business Services for Direct Deposit, you must enter information about the employee’s bank and account that will be used for direct deposits.

Field Descriptions

Employee Name

The name of the employee appears in this field.

Card ID

The card ID for this employee appears in this field.

Payment Method

Select the payment method that you use to pay this employee.

If Electronic is chosen, the following additional fields appear in the window:

■

Account Type—If you transfer funds electronically to this employee, you must identify whether their account is a savings or checking account.

■

ABA Routing Number—Enter the routing number assigned to your employee’s bank by the American Bank Association.

■

Bank Account Number—Enter the employee’s bank account number in this field.

■

Bank Account Name— Enter the employee’s bank account name in this field. This must match the name of the account as recorded by the bank.

Action menu

Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.

New

Click to create a new card.

OK

Click to close this window.

Tips for this window

Related Topics

■

Creating employee cards

■

Set up payroll

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Contact management

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Starting a new payroll year

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