EMS | Bank Setup
Description
Bank setup is created to enable the user to allocate bank details to a staff member or directly onto a client card when a member wishes to pay for their membership using Direct Debit.
Bank Setup
In "Administrator" or “Manager” click onto “General Menu” and then click onto “Bank Details”.
- To create a new bank press the “Green Plus” button
- “Name” – Type in the bank name
- “Reference” – Type in the Sort Code of the Bank
- “Contact” – input the name of the contact at the bank
- “Telephone” – input the telephone number of the bank
- “Extension” – input the extension number
- “Fax” – input the fax number
- “E-mail “– input the email for the bank
- “Address” – input all address details for the bank
- “Notes” – input any notes relevant to this bank "Green Tick” to save the changes
The “Bank Name” and the “Bank Sort Code” will now appear in the box located at the bottom of your screen,
Staff Bank
Allocating Bank Details to a Staff Member
- In "Administrator" or “Configuration” click onto click onto “Staff Setup”,
- Select the require “Staff Member”, and click onto the “Bank Details” tab.
Members Bank
Allocating Bank Details to a members record.
In “Administrator” click onto “Members Details”,
- Search for the members
- Select the member from the list populated, “Green Tick”
- Click onto the “Additional Details” tab,
- Click onto the “Dropdown Arrow” located at the end of the “Bank” box and select the required back.
- If the bank details are not already configured then click onto the “Green Plus” button and you will see the following screen.
- Follow the steps at the beginning of this document for details on how to “Create New Bank” details.
- Input the “Clients Account Number “
- Press the “Green Backwards Arrow” to return to the main Customisation screen.
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