Validation

Use this tab to enter bank accounts that should be excluded from the duplicate bank account check on the employee and pay forms. The duplicate bank account check is performed on all active employees and pays. If there are valid duplicates set against the employee record, an event will be recorded against the employee. The Alerts report shows all duplicated bank accounts.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Approved duplicate bank accounts table

Enter any bank accounts that should be ignored when checking for duplicate bank accounts against other employee's records and other employees pays. A reason for the approved duplicate can be entered into the Description column.

Tax template for no-notification (New Zealand Only)

Select the ND tax template for use when the employee requires the no-notification code. Greentree Desktop displays an error message when:

The employee's IRD number is set as 000000000 and the tax template is not set as ND, or
The tax template is set as ND and the IRD number is not 000000000.