---
title: "Intro to Bank Accounts"
slug: "intro-to-bank-accounts"
tags: ["People"]
updated: 2025-02-26T01:29:33Z
published: 2025-02-26T01:29:33Z
canonical: "knowledgejems.jemini.com/intro-to-bank-accounts"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledgejems.jemini.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Intro to Bank Accounts

Who can benefit from this guide?

Payroll and HR staff who are responsible for adding and updating employee bank account details.

**System Administrators: Open to view permission settings**

To give a user access to bank account records in the employee application:

1. Go to **System | Security profiles**.
2. Select the Security Profile that requires access to the employee Bank Account bubble.
3. In Permissions, scroll down and expand **Employees** and **Employees application** to find **Bank Account** permissions.
4. Tick the **View**, **Add**, **Change**, and **Delete** boxes for Bank Account.

## Bank Accounts is for managing the employee’s account information

The Bank Accounts bubble in the employee application allows you to manage the bank account information where the employee's salary or wages, and any other payments, is deposited. The record marked as ‘current’ will be used for all deposits.

---

## How to add a bank account record

### How to add an Australian bank account record

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Bank accounts panel and bubble filled.png)

1. Open **Bank Accounts:**
  1. Go to **People > Employees**.
  2. Select the employee you need to edit.
  3. Go to **Action > Bank Accounts**. The dated BANK ACCOUNT panel will open.
2. Select **Add a bank account record**. The ADD BANK ACCOUNT panel will open.
3. The START DATE will automatically be set to the first available date for the bank account.
4. (Optional) Enter the **END DATE** if known.
5. Enter the employee's bank **ACCOUNT NAME**.
6. Enter the employee's **BSB NUMBER** and **ACCOUNT NUMBER**.
7. (Optional) Complete the **Content** section by adding **ATTACHMENTS** or **LINKS** if required. This could include supporting information, such as a copy of the bank account details.
8. (Optional) Enter **NOTES** related to the bank account record if required.
9. Select the **Green Tick Button** to save and close the ADD BANK ACCOUNT panel. You'll see the new Bank Accounts record added to the CURRENT section of the dated BANK ACCOUNT panel.
10. You may now close the dated BANK ACCOUNT panel.

### How to add a New Zealand bank account record

![](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/Bank accounts NZ panel and bubble filled.png)

1. Open **Bank Accounts:**
  1. Go to **People > Employees**.
  2. Select the employee you need to edit.
  3. Go to **Action > Bank Accounts**. The dated BANK ACCOUNT panel will open.
2. Select **Add a bank account record**. The ADD BANK ACCOUNT panel will open.
3. The START DATE will automatically be set to the first available date for the bank account.
4. (Optional) Enter the **END DATE** if known.
5. Enter the employee's bank **ACCOUNT NAME**.
6. Enter the employee's account number into the **BANK ID, BANK BRANCH, ACCOUNT NUMBER**, and **ACCOUNT SUFFIX** fields.

> [!NOTE]
> TIP
> 
> You can paste the full account number into any of the bank account number fields, and it will automatically fill in each section.
7. (Optional) Complete the **Content** section by adding **ATTACHMENTS** or **LINKS** if required. This could include supporting information, such as a copy of the bank account details.
8. (Optional) Enter **NOTES** related to the bank account record if required.
9. Select the **Green Tick Button** to save and close the ADD BANK ACCOUNT panel. You'll see the new bank account record added to the CURRENT section of the dated BANK ACCOUNT panel.
10. You can now close the dated BANK ACCOUNT panel.

---

## How to edit a bank account record

If you need to update the employee's bank account details, you can add a new record. This record can be set to a current or future date. Once the new record becomes current, the previous record will be marked as historical.

1. Open **Bank Accounts:**
  1. Go to **People > Employees**.
  2. Select the employee you need to edit.
  3. Go to **Action > Bank Accounts**. The dated BANK ACCOUNT panel will open.
2. Select **Update bank account record**. The ADD BANK ACCOUNT panel will open.
3. Enter the START DATE.
  - The START DATE will default to the first available pay cycle start date, but you can change it.
4. (Optional) Enter the **END DATE** if required.
5. Enter the new account information and supporting content. Refer to [How to add a bank account record](/docs/intro-to-bank-accounts#how-to-add-a-bank-account-record) for detailed steps.
6. Select the **Green Tick Button** to save and close the ADD BANK ACCOUNT panel.
  - The new bank account record will appear in the ‘current’ section of the dated BANK ACCOUNT panel, or in the ‘forecast’ section if the start date is in the future. Jemini will automatically update the old record’s end date to the day before the new record’s start date and move the old record to the ‘historical’ section.
7. You can now close the dated BANK ACCOUNT panel.

---

## How to delete a bank account record

You can delete a bank account record if the Delete Button on the record is red.

1. Go to **People > Employees**.
2. Select the employee you need to add bank account details to.
3. Go to **Action > Bank Accounts**. The dated BANK ACCOUNT panel will open.
4. Select the red **Delete Button** on the bank account record you need to delete.
5. Select **Go ahead** when the CONFIRMATION message appears.
6. You can now close the dated BANK ACCOUNT panel.

TIP

If the bank account record has been used to pay an employee, you can't delete it. However, you can set an end date to mark it as historical. You'll need to add a new record to replace it.

A BSB number (Bank State Branch number) is a six-digit code used in Australia to identify specific bank branches. It acts as a unique identifier that ensures your money goes to the right bank branch. You need it along with your account number to send or receive money.

![save or submit icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/save%20or%20submit%20icon.png)

Select this button to save and submit your content and close the panel.

![delete content icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/delete%20content%20icon.png)

Select this rubbish bin button to delete a record or entry. If the button is greyed out, the delete function is inactive.