How do admin generate Bank Transfer Advise?

Created by Product Content Team, Modified on Sun, 22 Jun at 9:52 PM by Product Content Team

Generating a Bank Transfer Advice refers to creating a document or notification that provides details about a financial transaction involving the transfer of funds from one bank account to another.

To generate Bank Transfer Advise Report, the admin must perform the following actions:

From the greytHR Admin login, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens.
In the search box, enter Bank Transfer Advise. The Settlement Reports form opens.
From the Bank dropdown list select the your bank.
From the Type dropdown list, select the type according to your requirement.
From the Sort Order dropdown list, select Bank Account No.
Click Options to customize the report.
Click Generate to generate the Bank Transfer Advise report.

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