Having correct account details on your Netchex account is essential in order to receive your paycheck on time and without any technical errors. A small mistake in the details could result in failed transactions and delayed payments.
To help you avoid such issues, we’ll explain the steps that you need to correctly add a direct deposit on Netchex, edit your current ones, or delete the ones that you don’t use anymore.
Follow these steps to add a new direct deposit on Netchex.
- Log in to your Netchex account and access the main dashboard
- Navigate to the ‘Payroll Details’ section located in the left panel
- Select ‘Direct Deposit Accounts’. It’ll take you to a new page with all your current direct deposits
- Click the ‘Add’ button at the top right corner. You’ll be redirected to a new page
- Select whether you want to add a ‘Checking Account’ or a ‘Savings Account’
- Add in the account number and routing number
- Under the ‘Deposit Info’ heading, select the date you want this account to be active from. You can choose this direct deposit to take effect right away or choose a future date by clicking on 'Select Date’
- Choose whether you want it to be a ‘Partial’ or ‘Balance’ payment
- Selecting ‘Balance’ will credit your whole compensation in one account
- With the ‘Partial’ payment, you can choose to receive a specific amount of dollars or a percentage of your total pay to be credited into the account
- Allow Netchex to prenote your account by selecting ‘Yes’. However, if you are sure about the account details and account type, then select ‘No’
- In the end, type in your digital signature and press ‘Add Account’
Changing or editing direct deposit on Netchex is similar to adding a new one. Here’s how you can do it:
- Select the ‘Payroll Details’ option
- Click ‘Direct Deposit Accounts’. You’ll be taken to a page with all your current direct deposits
- Press the pencil icon in front of the direct deposit you want to edit
- Make the changes in the relevant fields and press ‘Save Changes’
Follow the given steps to delete a direct deposit:
- Choose the ‘Payroll Details’ option on the left side of the dashboard
- Select ‘Direct Deposit Accounts’. You’ll be taken to a page with all your current direct deposits
- Press the trash can/bin button in front of the direct deposit you want to delete
Adding or changing direct deposits in Netchex is not a difficult task, but if you don’t know the exact steps, it can be confusing. By following our guide, you’ll be able to accurately add new direct deposits, edit existing ones, and delete any that are no longer needed.