Bank Accounts Management
This module allows you to manage specific bank account details for your employees, associating them with banks defined in the Bank Management section.
Overview
Managing employee bank accounts is crucial for facilitating salary payments via bank transfers. This section allows you to add, view, edit, and delete the account numbers associated with each employee and their respective bank.
Managing Bank Accounts
Follow these steps and guidelines to manage employee bank accounts:
1. Search Bank Accounts
Use the main search bar to quickly find accounts, likely by employee name, account number, or bank name.
2. Add or Edit a Bank Account
Click the "Add New" button () to add a new account, or the Edit icon () in the table to modify an existing one. A modal window will appear.
- Select Employee: Choose the employee for whom the account is being added/edited. Required.
- Bank: Select the bank from the list managed in the Banks module. Required.
- Account Number: Enter the employee's bank account number. Required.
Click "Create" or "Update" to save the bank account information.
3. Review Bank Account List
The main table displays the list of employee bank accounts. You can:
- Sort Data: Click on column headers (Employee Name, Bank, Account Number) to sort the table accordingly.
- Control Entries: Use the dropdown above the table to change how many records are shown per page (15, 25, 50, 100).
4. Delete a Bank Account
Click the trash can icon () in the table row for the account you wish to remove. You will be asked to confirm the deletion. If confirmed, the employee's bank account record will be permanently deleted.