v7 FreeBalance Help

1. Enter the new Bank Account information.  Fields with an asterisk  are mandatory fields.

2. To enter the Financial Institution, click on the Lookup icon ,  click on Find icon  to retrieve the Financial Institution list, then select the appropriate Financial Institution.

• Financial Institution: Name of Financial Institution

3. Choose the Currency from the Drop Down Menu.

• Currency: The Currency the bank account will be registered with.

4. To enter the Offset Code, click on the Lookup icon ,  click on Find icon  to retrieve the Offset Code list, then select the appropriate Offset Code.

• Financial Institution: Name of Financial institution.
• Offset Code: Offset coding block.

5. Enter the Account Number, Iban, National Transfer Code and Bank Account Name if required.

• Account Number: Account number of bank account.
• Iban: The code used for verification of wire transfers.
• National Transfer Code: Universal transfer code for the bank account within the employee country. 
• Bank Account Name: Name of the bank account.

6. Click on the Save and Return icon to save the Bank Account information and return to the Employee screen, or click on the Discard icon  to discard the Bank Account entry and return to the Employee screen.