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Create a query on bank details

Create a report for bank information.

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Written by Joshua Shooter
Updated over a month ago

To create a query on bank details:

  1. Click Access Button image then click HR Admin.

  2. Click Queries, then the plus (+) icon.

  3. Select Contacts Details, then select all the bank details-related fields.

  4. Click Next, give the query a name, then click Save.

If you record this data via a logbook, you would need to follow the same steps as above but select the logbook name instead of the Contact Details section.


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