Activating a bank account

  1. Sign in as Administrator or Employee.
  2. Select Employee > Profile > Personal Information > Bank Account.
  3. Select an inactive bank account.
    Partial direct deposit must be enabled on the bank account.
  4. Click Activate.
    • The bank account record is in Active status as of the current date.
    • The deposit order is assigned to the bank account record.

    When partial direct deposit is not enabled on the Bank Details Setup page, using the Activate action on an inactive remaining balance inactivates the active remaining balance record. Click OK on the confirmation messages. Once confirmed, the remaining balance record is set to Active and the existing remaining balance record is inactivated as of the current date.