---
title: "How do I enter bank details for an employee?"
slug: "how-do-i-enter-bank-details-for-an-employee"
updated: 2026-06-10T11:23:01Z
published: 2026-06-10T11:23:01Z
canonical: "help.cintra.co.uk/how-do-i-enter-bank-details-for-an-employee"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I enter bank details for an employee?

Using the **Bank Details** form within **Cintra iQ**, you can enter **UK** and/or **International** payment details for the employee.

Make sure you have first [set up bank details within the look up tables](/iq/docs/setting-up-bank-details-in-lookup-tables).

## To enter bank details

1. Navigate to the **Banking Details** form. Go to **Cintra iQ**: Employment Records > Forms > Banking Details
2. In the **Active Banking Details** pane, right-click: **New**. The **New Payment Preference** form appears, populated with the employee's first and last name.
3. Update the **Payee Name**, if necessary.
4. Enter the **Payment Limit**, if necessary.
  - Use the Payment Limit field if you want to pay net pay over more than one payment destination. (e.g. Two bank accounts or split cash/bank account.)
5. Select the preferred desired payment type: **Cash**, **UK Bank Transfer**, **Cheque**, or **International Bank Transfer**.
  - **UK Bank Transfer** payment type. Enter the **UK Payment** details for the **UK Bank Transfer** payment type.
  - **International Bank Transfer** payment type. Enter the payment details for **International Payments**.

> [!NOTE]
> **Note:** To add more information to the account details, use the Intl. Sending Instructions for [employee] form by clicking the Additional Details button.
6. Select the desired **Payment Status**.
7. Click the **Apply** button.
  - If you select the Payment is inactive (for historic or future use) option, the Bank Details record automatically appears in the Inactive Banking Details pane.

## To make an inactive banking details record active again

1. Navigate to the **Banking Details** window.
2. Open the desired **Inactive Banking Details** record.
3. Navigate to the **Payment Status** section.
4. Select the **Payment is active (for current use)** option.
5. Click the **Apply** button. The record reappears in the **Active Banking Details** pane.
6. Continue to make updates.