Search for a Bank Using the Branch Identifier on the Personal Payment Method Page

You can now search for a bank using the branch identifier on the personal payment method page. This feature is available for all customers that preload bank branch information and have enabled the Use Existing Banks and Branches Cash Management profile option. When you create a bank account for a country that has the branch identifier attribute enabled, you have a check box that allows you to either search by the branch identifier or search by the bank and branch.

If you are in a country where the branch identifier is mandatory and you have this feature enabled, the checkbox is selected by default. You can use the checkbox to decide if you want to search by the branch identifier and default the name of the bank and branch. By deselecting the checkbox, you can search by the bank and branch. For example, the routing number is the branch identifier for the US. You can use the routing number to search for the bank and branch when the checkbox is selected.

If you are in a country where the branch identifier is optional, and you have this feature enabled, the checkbox is deselected by default. You can use the checkbox to decide if you want to search by the branch identifier that has been preloaded along with the bank and branch information.

NOTE: For information on this feature in the Redwood Personal Payment Method page, refer to the 24A feature Redwood Experience for Personal Payment Methods for Self-Service Users.

Search for a bank by its branch identifier when associating it to a personal payment method.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, refer to the 24A feature Employee Bank Account Creation Using a Unique Bank Identifier in the Financials: Payables and Expenses What's New product area.

For information on this feature in the Redwood Personal Payment Method page, refer to the 24A feature Redwood Experience for Personal Payment Methods for Self-Service Users in the Payroll What's New product area.