Adding a Bank Account

To add a bank account:

• Go to the Bank section in the left menu.
• Click on the + symbol at the top right of the list of bank accounts.
• Complete the information relating to the new account you are adding.
• Click on Save.

Parameters

Name	Account name
Account #	Bank account number
Bank account #	Bank account number
Notes	Possible comments
Bank Account Type	Nature of account Checking account Savings account Investment account Only checking accounts can be used for payments and collections.
Supplier Name	Bank Name