1. Purpose

This help manual provides a step-by-step guide to configure the Bank Master, process employee payments, and generate/download the Bank Payment Statement in StaffingGo. It helps users complete the bank payment process accurately and efficiently. 

2. Bank Master Configuration

1. Settings List: Go to Settings List.

2. Bank Master: Select Company Setup → Bank Master.

3. New: Click New.

4. Bank Statement: Select ICICI Bank under Bank Statement of.

5. Enter Details: Fill in Title, Bank Name, Account Type, Account No., IFSC Code, and Bank Address.

6. Get Address: Enter the IFSC Code and click GET ADDRESS to fetch and verify the address.

7. Status: Select Active.

8. Default: Select Mark As Default if required.

9. Save: Review the details and click Save.

Screenshot 1 – Settings List > Company Setup > Bank Master

Screenshot 2 – Bank Master Entry Screen

Screenshot 3 – Bank Statement Format Selection

3. Employee Payment – Mark for Payment Release

After the required bank configuration is available, use the Payments module to mark the applicable employee payment records for release.

1. Go to Payments from the left menu.
2. Select Mark for Payment Release.
3. Choose the required Payment Updated Month.
4. Select the Payment Type or choose All.
5. Click Load.
6. Select the required Client.
7. Click Load Employees List to view the employees.

Screenshot 4 – Payments Dashboard > Mark for Payment Release

Screenshot 5 – Select Client and Load Employees List

1.Select the required Employee from the loaded employee list.

2.Click Payment Release Statement to proceed with the payment release.

Screenshot 6 – Select employee  and Payment Release Statement