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
Supplier Name	Bank Name

Note

Only checking accounts can be used for payments and collections. Savings and investment cannot be used for such payments or collection.

Note

The account identifier is unique. You cannot use the same identifier for two different accounts. It is also permanently assigned when the account is created and cannot be changed afterward.