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Exolvo can identify the correct bank account for every superannuation transaction.
Employee Super Funds records contain a Bank Details tab that allows you to define a bank account for each Employee Super Fund. You would use these fields when the Employee Super Funds record assigns a unique bank account to each member. The bank account in the Employee Super Funds record would be different to the bank account in the superannuation fund and in the employee's record. Each Employee Super Funds record can contain only one bank account, and all transactions for that Employee Super Funds record will use that bank account as the default value.
You can add and edit bank account information in the following areas irrespective of any Paying or Direct Credit values:
Exolvo uses the following hierarchy to determine the bank account that it displays on the transaction form:
If you set up a permanent transaction with bank details, then Exolvo uses that information when it creates the standard transaction. However, if the permanent transaction form does not contain bank details, then Exolvo uses the above hierarchy to determine the bank details on the standard transaction form.
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Topic: 14868
