Bank Details tab

Go to the person you'd like to view, add, edit or delete bank details for.

See this article for help on how to view or search for a person: View or Search for a person. 

 

Click the Bank Details tab as shown below:

Depending on the configuration of your portal bank details might be under the More tab as shown below.

 people_associated_people_menu.PNG

Current / Previous bank details will be shown as below:

 

 

If no bank details have been previously added then the following screen will be shown

 

Click the green Add Bank details now button to add details

The following screen will be displayed - complete relevant details and then click green Save button.

 

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