Prerequisite: Ensure the Payroll is processed for the month
To generate and download the Bank Transfer Statement, perform the following actions:
- Navigate to Reports > Reports > Reports Gallery. Reports Gallery page opens.
- In the search box, search for Bank Transfer Statement.
- From the Group By dropdown list, select Bank.
- From the Group By, Values dropdown list, select the required value.
- From the Payment Options dropdown list, select the required option.
- From the Sort Order dropdown list, select the order in which values will be displayed in the report.
- From the Employee Type dropdown list, select the required employee type.
- Click Options to customize the report further.
- Click Generate to generate and download the Bank Transfer Statement.
Related Links:
- Documentation Page - To learn more about generating reports from our documentation page, click here.
- Product Update - To read our product update, click here.
- Video - To watch the video on the generating reports process, click here.