Overview: When a new bank account is added and set as the default, that change does not automatically apply to payrolls that are already in draft status. Any draft payrolls must be manually updated to use the new bank account before they are submitted.
Important! If a payroll is already in draft status when a new default bank account is set, Buddy Punch will continue using the previously selected bank account for that payroll unless the bank details are manually updated.
This happens because bank account details are locked in when a payroll is imported. Changing the default bank account afterward does not retroactively update payrolls that are already in progress.
Jump To:
Updating the Company's Default Bank Account
1. From the Payroll dropdown, select Company Details:
2. Scroll down to Bank Accounts and click Edit Payment Setup:
3. To make a bank account the company default, click the three dots to the right of the account you wish to use and click Make default:
Selecting the Default Bank Account on a Draft Payroll
1. From the Payroll dropdown, select View Payrolls:
2. Open the Payroll that is currently in Draft Status:
3. Review which Funding Bank Account is being utilized by clicking the Gear Icon:
4. Select the current Default Bank Account from the dropdown and click Save:
