--- title: "Payment Method Details Screen" slug: "payment-method-details-screen" description: "Payment Method Details screen — field reference for adding or editing a direct deposit account, including routing and distribution settings." updated: 2026-03-31T15:02:53Z published: 2026-03-31T15:02:53Z canonical: "docs.restaurant365.com/payment-method-details-screen" --- > ## 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. # Payment Method Details Screen Employees add direct deposit accounts through the Employee Self Service Portal. Accounts can also be added directly from the Direct Deposit Accounts page, accessible from the employee's Payroll tab. The Direct Deposit Accounts page displays all bank accounts on file for an employee. From this page, payment method can be switched between **Check** and **Direct Deposit**, new bank accounts can be added, and existing account details — including routing number, account type, and distribution method — can be edited. --- ## Navigation **Navigate to the **Payroll** tab** 1. Navigate to the **Workforce** application . 2. Select the Employees dropdown and **select Employees**. 3. Select an **Employee**. 4. In the employee’s record, select the **Payroll tab**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q3C9VCX7.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1774969151514.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) --- ## Payment Method Edit Screens The Payroll tab displays the employee's current payment method. Selecting **Edit** opens the Edit Direct Deposit page, where the payment method can be toggled and individual deposit accounts can be managed. Selecting **Edit** on a specific deposit account opens the Edit Direct Deposit Details form. ### Check Details Page ![Check Details page on the employee Payroll tab](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WM7BDRLC.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Edit | Opens the Edit Direct Deposit page. When Check is selected as the payment method, direct deposit customization options are not available. | --- ### Direct Deposit Details Page ![Direct Deposit Details page on the employee Payroll tab](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BL4E7U34.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | View/Hide | Displays or hides full direct deposit account numbers. | | **2** | Edit | Opens the Edit Direct Deposit page, where bank information fields can be updated. | --- ### Edit Direct Deposit Page ![Edit Direct Deposit page showing payment method and bank account list](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NXJOISZG.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Back to Payroll | Redirects to the [payroll tab](https://docs.restaurant365.com/doc/docs/payroll-tab). | | **2** | Payment Method | Displays the selected payment method and allows toggling between Check and Direct Deposit. | | **3** | View/Hide | Displays or hides full direct deposit account numbers. | | **4** | Add Bank Account | Opens the wizard to [add a new bank account](https://docs.restaurant365.com/doc/docs/direct-deposit). | | **5** | Edit | Opens the Edit Direct Deposit Details form for the selected account. Distribution, routing number, account number, and other bank information can be updated. | --- ### Edit Direct Deposit Details ![Edit Direct Deposit Details form showing account fields](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U739RKG0.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) > [!NOTE] > When editing any field, the **account number** must be re-entered before clicking **Save**. | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Account Nickname | Displays the account nickname; editable. | | **2** | Bank Name | Displays the bank name; editable. | | **3** | Select Account Type | Opens a dropdown to select Checking or Savings. ![Account Type dropdown showing Checking and Savings options](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DNSB4T0D.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) | | **4** | Routing Number | Displays the bank routing number associated with this account. | | **5** | Account Number | Displays the bank account number. Must be re-entered any time a change is saved, regardless of which field was edited. | | **6** | Distribution | Sets how pay is distributed to this account. Select a distribution method from the dropdown: - **Amount** — deposits a specific dollar amount to this account each pay period. - **Fixed monthly** — deposits a fixed amount on a monthly basis regardless of pay frequency. - **Percentage** — deposits a set percentage of net pay to this account. ![Distribution dropdown showing Amount, Fixed monthly, and Percentage options](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-63569NCI.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A42Z&se=2026-11-10T17%3A57%3A42Z&sr=c&sp=r&sig=dmHdKktenYxPHr%2BfOqHE4VkJWvNM3T42mb5ENqosroc%3D) > [!NOTE] > The Distribution field appears on additional direct deposit accounts. | | **7** | Save | Saves all changes. Account number must be re-entered before Save is available. | | **8** | Cancel | Discards changes and returns to the Edit Direct Deposit page. |