Adding Bank Accounts

This article will be describing how to add your bank accounts to the system. These are accounts that you may eventually be used to process electronic payments with and/ or use for cheque payments- they can also be mapped automatically within your accounting set up.

Administration -> Financial -> Bank Accounts -> + New Bank Account

General Tab

Here you will need to add your banking details in their entirety.

PLEASE NOTE- 'Account Name' is the field that will be used in the main part of the software so you can identify your information. We would advise the use of a name as suggested below;

Bank_Account_1.png

You will need to set up your GL account. If you have not already done so please see this guide;

https://propertyvista.zendesk.com/hc/en-us/articles/115004174307

 Once you have added your bank accounts you can link them to your buildings. Please see HERE

 

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