--- title: "Add or Edit Direct Deposit Accounts" slug: "adding-direct-deposit-accounts" description: "Add or edit bank accounts for direct deposit in R365. Enter routing and account numbers, set distribution type, and manage up to three accounts." updated: 2026-03-04T21:36:15Z published: 2026-03-04T21:36:15Z canonical: "docs.restaurant365.com/adding-direct-deposit-accounts" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Add or Edit Direct Deposit Accounts When Direct Deposit is selected as the [payment method](/doc/docs/workforce-employee-self-service-payment-methods#direct-deposit-payment-method), employees can add up to three bank accounts and specify distribution types. Accounts can be edited at any time. Funds are distributed according to the selected account settings. --- ## Security Only users with the following permission can view account numbers: - Labor → Employees → Payroll→ View Account Number - Labor → Employees → Payroll→ Pay Preference → View Pay Preference - Labor → Employees → Payroll→ Pay Preference → Edit Pay Preference > The account number is not displayed when viewing an existing direct deposit account, and must be re-entered when updating any account information. These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Adding a Direct Deposit Account Follow these steps add a direct deposit account: *Click steps to expand for additional information and images.* ****1)** Navigate to [**My pay**](/doc/docs/r365-app-my-pay-employee-self-service) and select **‘Edit Payment Method.’**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6MALRAAI.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) ****2)** Select the **Edit Pencil.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LVF5MH54.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) ****3)** Select **+Add Account** in Bank Information.** The first account added is always the 'Primary' account. This account will always be configured to deposit 100% of remaining funds, and **cannot be deleted**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZP2L3836.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) ****4)** Enter bank information and select, **Save**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z94GZVRD.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) 1. Account Nickname - The name set by the user and is editable. 2. Bank Name - Displays the name of the bank set by the user and is editable. 3. Select Account Type - The type of bank account, either **checking** or **savings**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DNSB4T0D.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) 4. Routing Number - Lists the associated routing number. 5. Account Number - Displays the account number. When making an edit to any field, the **Account number** must be re-entered before clicking Save. 6. Distribution - To change the distribution amount, click the dropdown and select a distribution method of **Amount**, **Fixed monthly**, or **Percentage**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-63569NCI.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) > [!NOTE] > When adding or updating the 'Primary' account, the distribution fields are not displayed. The default distribution for the ‘Primary’ account is 100%. --- ## Editing a Direct Deposit Account Follow these steps edit a Direct Deposit Account: *Click steps to expand for additional information and images.* ****1)** Navigate to [**My pay**](/doc/docs/r365-app-my-pay-employee-self-service) and select **‘Edit Payment Method.’**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6MALRAAI.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) ****2)** Select the **Edit Pencil.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DAS19SNT.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) ****3)** Select the **Edit Pencil** next to the direct deposit account to make changes.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GEJ51DRH.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D) ****4)** Make edits to the bank information and select, **Save**.** > [!NOTE] > The 'Account Number' is not displayed when viewing an existing direct deposit account, and must be re-entered when updating any account information. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PPLGLWJ1.png?sv=2026-02-06&spr=https&st=2026-10-29T11%3A35%3A58Z&se=2026-10-29T12%3A35%3A58Z&sr=c&sp=r&sig=UDW33M35hC2FSdB38R7%2BUj7jGA%2BmmBcZZVUKAL9I0KA%3D)