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general:traveladdbankinfo

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general:traveladdbankinfo [2021/04/15 19:17] – emorenogeneral:traveladdbankinfo [2021/04/15 19:21] (current) – emoreno
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   * The vendor must have an **EFT Email** listed on the Vendor Name/Address tab to save the record.   * The vendor must have an **EFT Email** listed on the Vendor Name/Address tab to save the record.
-  * The bank information must have a zero **Bank Acct Amt**.+  * The bank information on the Pay Info tab must have a zero **Bank Acct Amt** in order to be copied.
   * This button only displays if the vendor and employee SSN records match. On the [[finance:maintenance:vendorinformation:vendornameaddress|Finance > Maintenance > Vendor Information > Vendor Name/ Address]] tab, under **EIN/SSN**, the **Type** must be //SSN// and the **Number**  must match the employee's **SSN** on the [[personnel:maintenance:staffdemo:demographicinformation   * This button only displays if the vendor and employee SSN records match. On the [[finance:maintenance:vendorinformation:vendornameaddress|Finance > Maintenance > Vendor Information > Vendor Name/ Address]] tab, under **EIN/SSN**, the **Type** must be //SSN// and the **Number**  must match the employee's **SSN** on the [[personnel:maintenance:staffdemo:demographicinformation
 |Personnel > Maintenance > Staff Demo > Demographic Information]] tab.   |Personnel > Maintenance > Staff Demo > Demographic Information]] tab.  
general/traveladdbankinfo.1618514242.txt.gz · Last modified: 2021/04/15 14:17 (external edit)

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