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Banking

 Summary

The Banking tab in Manage Payroll lists the supported banks available for payroll payments. The tab is available only when the BACS add-on is active.

You can choose a preferred bank, set it as Default, and select the authentication method used for payments.

In this article

  • Before you begin
  • Opening Banking
  • Reading Available banks
  • Setting a bank as Default
  • Frequently Asked Questions (FAQ)

Before you begin

You must have an active Payroll add-on to access and use Payroll features.

Open an Active payroll location from Admin > Payroll.

The Banking tab is displayed only when the BACS add-on is active on your organisation’s contract.

There is no separate Banking permission for this page. If you can open Manage Payroll and BACS is active, the Banking tab is displayed.

Before setting a default bank, have your:

  • Preferred bank
  • Preferred authentication method

Opening Banking

Log in to Plumm.

From the main menu, go to Admin > Payroll.

Open an Active payroll location.

Select the Banking tab.

If the BACS add-on is not active on your organisation’s contract, the Banking tab is not displayed.

Reading Available banks

The section heading is Available banks.

The page displays:

Below is the list of supported banks available for making payments through our system. You can also set your preferred bank as the default for a seamless payment experience.

Supported banks are grouped alphabetically from A to Z by bank name.

Each bank card displays:

  • Bank logo
  • Bank name

Default

The currently selected preferred bank displays a Default tag.

Open the three-dot menu (⋮) on a bank card to access Set As Default.

Setting a bank as Default

Open the three-dot menu (⋮) on the bank you want to use.

Select Set As Default.

The side panel heading is Provider Settings.

Preferred Authentication Method

Choose the authentication method you want to use.

Available options are:

  • Redirect to Bank
  • QR Code

You must select an authentication method before confirming.

If you select Confirm without choosing an authentication method, Plumm displays:

Please select an authentication method.

Restriction on Bulk Payments

Restriction on Bulk Payments is displayed when the selected bank has restrictions on bulk payments.

The restriction information displayed depends on the selected bank.

Confirm

Select Confirm to save the provider settings.

When the settings are saved successfully, Plumm displays:

Institution settings updated successfully.

The bank list refreshes, and the selected bank displays the Default tag.

Frequently Asked Questions (FAQ)

  • Why can I not see Banking?
    The BACS add-on must be active on your organisation’s contract. Without BACS, the Banking tab is not displayed in Manage Payroll.
  • Can I have more than one Default bank?
    The Banking tab is designed to use one preferred bank. The currently selected bank displays the Default tag.
  • What authentication methods can I use?
    You can select Redirect to Bank or QR Code under Preferred Authentication Method.
  • Why can I not confirm my bank settings?
    You must select a Preferred Authentication Method. If you do not select one, Plumm displays Please select an authentication method.
  • What is Restriction on Bulk Payments?
    This information is displayed when the selected bank has restrictions on bulk payments. The restriction text depends on the bank.
  • Does this tab process a pay run?
    No. The Banking tab is used to configure the preferred bank for payments. Process pay runs from Company Money.