Before you can enter bank details in Cintra iQ or Self-Service, they first need to be setup in Lookup Tables.
To Enter Bank Details
- Navigate to the Lookup Administration window.
Go to Cintra iQ: Definitions> Lookups - Select Bank from the Lookup Table drop-down list.
- Check to make sure that the Sort Code is not included in the Bank lookup table.
- Click the Insert button. The form belonging to the Lookup Table appears.
- Fill in the form accordingly.
- Click the OK button.
Note:
The Bank Sort Code within the employee's banking details, must match the Sort Code in the Lookup Table.
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