Bank Setup and Authorization
Adding the funding account for payroll in the Bank & checks setup stage
Bank & checks is the fourth stage on the Company Setup checklist (one of six stages now — see Company Setup Introduction). It's where you add the account payroll actually funds from, and it needs to be on file before Greenroom can approve your company for payroll.
Accessing Bank & checks
Open Company setup in the left nav, then click the Bank & checks row to expand it.
What's on the form
| Field | Format | Required |
|---|---|---|
| Bank name | Text | Yes |
| ACH routing number | 9 digits | Yes |
| Account number | 4–17 digits | Yes |
| Confirm account number | Must match Account number | Yes |
| Wire routing number | 9 digits | Optional |
No account-type or account-holder-name field
This form doesn't ask whether the account is Checking or Savings, and it doesn't have a separate "account holder name" field — just the bank name and the numbers above. Don't look for either; they aren't there.
Bank name autofill
Start typing your bank's name and a list of known banks appears — picking one fills in the ACH (and where available, wire) routing numbers Greenroom can already vouch for, though every field stays editable afterward. If your bank isn't in the list, just type its name; nothing blocks saving a bank that isn't recognized.
Routing number validation
Both the ACH routing number and the optional wire routing number are checked against the standard bank routing checksum (the same math your bank's own systems use to catch a mistyped number) before saving. A routing number that fails the checksum is rejected immediately with a clear message, rather than being accepted and failing later.
Account number confirmation
You'll type the account number twice — Account number and Confirm account number — and the two must match exactly before the form saves. This is the only "verification" step; there's no separate real-time bank-side check afterward.
What happens when you save
As soon as a valid form is submitted, the account is on file — that's it. There's no multi-step "pending → verifying → authorized" sequence and no separate real-time bank verification call you have to wait through. Once saved, the stage shows your bank name and the last four digits of your account number (for example, "First Republic ···6789 on file — full numbers encrypted"), with a Replace account button if you need to change it. There's also no three-color status system (Pending / Authorized / Failed) — the stage is either done or it isn't, and the one-line status under "Bank & checks" on the checklist tells you which.
Save and continue only writes what you've actually typed
The wizard's Save and continue button saves this stage before it advances — but only when the bank form is open and you've entered something in it. An account that's already on file, or a form you opened and left blank, is never re-posted just because you moved on. The stage's own Save button is different: pressing it with an empty form still submits, and still earns the validation message.
If your company is already connected to Check, saving also pushes to them
Once your company has an authorized signer saved on the Payroll provider stage, saving your bank details here also forwards them to Check right away — rather than waiting until your first payroll to authorize the account, since Check needs about two banking days to clear a $0 prenote on a new account. Your local save always succeeds and the stage always shows as done; if the push to Check fails, you'll see a warning saying so (payroll keeps using whatever account was previously authorized until it syncs) rather than a silent failure.
Security
The bank name and account number's last four digits are all that's ever displayed again in the app. The full account number and both routing numbers are encrypted before they're stored — nobody browsing the app, including Greenroom staff, sees the full numbers after you save them.
Replacing your bank account
Click Replace account on the Bank & checks stage, fill in the new bank name, routing number(s), and account number (with confirmation), and save. The new account replaces the old one immediately — there's no approval step or waiting period, so make sure the new account is correct before saving.
This is different from Settings → Company's banking fields
Settings → Company also has a "Banking & checks" card with a bank name and last-4 field — but it's labeled display fields only. Editing it changes what's shown on payment summaries, not which account payroll actually draws from. To change your real funding account, use Replace account here on the Company Setup Bank & checks stage, not the Settings page.
Troubleshooting
Routing number rejected
The number you entered doesn't pass the standard bank checksum — that almost always means a typo. Double check it against a voided check or your bank's online portal, particularly if you're using a routing number your bank gave you verbally.
"Account numbers don't match"
The Account number and Confirm account number fields have to be identical, character for character. Retype both rather than copy-pasting — a stray space or a copy from the wrong field is the usual cause.
Bank name rejected
Bank name needs at least two characters — a blank or single-character entry won't save.
What's required for payroll
Bank & checks is a required stage — Greenroom won't approve your company (and payroll stays locked) until it's complete, alongside Business info, Pay schedule, Production & unions, and State tax registrations.
Next steps
Continue with Tax Configuration for the State tax registrations stage, then the Payroll provider stage — see Company Setup Introduction — to connect Check. Or return to Union Setup.