Add a Bank Account
You can add bank account details.
Recommendation: For security reasons, we recommend not entering the entire account number. Only enter numbers that are easy for you to remember.
To do so, follow the steps:
1. Navigate to Accounting.
The Accounting page is displayed.
2. Click Add Account.
A Create New Account dialog is displayed.
3. Select the type of account in the Account Type dropdown list.
4. Enter the name of the bank in the Bank Name field.
5. Enter the name of the account holder in the Account Holder Name field.
6. Enter the account number in the Account Number field.
7. Enter the account balance in the Balance field.
8. Check the box for Active.
9. Click Add Account.
Note: If the "Active" checkbox is not checked, this account cannot be used for performing other actions like transactions, etc.
The Bank Account Added Successfully notification is displayed.
The account is added.
