Some members may request to have their pay split between multiple accounts - in Entire this is supported in two ways: via a % split and via a flat amount ($). In both cases, you will need to first navigate to the Member Card --> Banking Details and you should see the current active bank accounts for that member:
Percentage (%) Splits:
By default, the system will assume that the split is based on the % of the pay amount. To add a new account, you will need to:
- First, modify their existing bank account to have the correct % value (you cannot make a new account active if the % value would exceed 100.0%)
- Add the new bank details - including the Banks BSB, Account Number, and Account Name
- Now, set the percentage value to be the correct amount (should total to 100% unless you are adding a total of more than two accounts) - set the 'Active Salary Account' field to true and 'Is Salary to be credit into multiple accounts?' field to true as well (note these settings should apply to all relevant accounts)
- Add any more accounts
- For a sanity check - ensure all accounts add up to 100.0% (there will be an explicit warning for exceeding this value; none for going beneath as to allow for the entry of multiple accounts)
The system will then pay the member into each of the accounts at the nominated % - the final screen should look like the following (noting that the % values will be different):
Flat amounts ($):
To add flat amounts, the most important thing to note is that the system will allocate a flat amount to each account with a nominated $ value - then, will split the remainder to the account with a $0.00 value attached (this is the system's flag for the remainder of the pay once the other accounts have been paid). To add such a split:
- First, change the current, active account to have a $ in the '$ or %' field - the system will not allow for different back accounts within the same member's profile to have different values for this field. If a specific amount is to be nominated to this account - ensure to enter it at this stage:
- Now, add the additional account - ensuring to follow the above (setting the $ field and entering the relevant amount). Ensure also that the 'Active Salary Account' and 'Is Salary to be credit into multiple accounts?' are both selected.
- Finally, make sure that one account has a $0.00 balance entered - to ensure that the remainder after the other amounts are completed will be deposited into this account
The member's Banking Details should now look like the following (noting again that the amounts will naturally be different):