Download the bank advice
Download a CSV file of a finalised run's net pay with each staff member's bank details, ready to upload in your own bank's portal.
The bank advice is a CSV file for your bank. It lists what to pay each staff member and where.
Download it
- Open the finalised run on Payroll.
- Select Download bank advice (CSV).
- Upload the file in your bank's business portal, in the format your bank asks for, and make the payments there.
- Come back and record the run as paid.
You need the View bank, PAN and personal details permission, because the file holds bank account numbers.
Before you download
Check that every staff member has their bank details: open the staff profile, Profile tab, Bank section. Account numbers are stored encrypted.
Banks lay out their upload files in different ways. If your bank's portal does not accept the file, open it in a spreadsheet program and copy the columns into your bank's template.
Related articles
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Finalise a pay run
Finalise a reviewed pay run to lock its attendance, leave, fines and amounts, then publish payslips and record payments. A finalised run cannot change.
Protect sensitive staff details
How X stores PAN, Aadhaar and bank details, which roles can see or change them, and what other roles see instead.
Still need help?
Write to us with your business name and what you were trying to do. We answer by email.