Adding bank accounts to the system will allow you to process electronic payments and/or use for cheque payments. They can also be mapped automatically within your accounting set up.
- Go to Administration → Financial → Bank Accounts → + New Bank Account
- In the General Tab, update all of the required fields
Note: Account Name is the field that will be used in the main part of the software so you can identify your information. We advise the use of a name as suggested below:
You will need to set up your General Ledger account. If you have not already done so, please see this article on adding General Ledger accounts.
Once you have added your bank accounts you can link them to your buildings. Please see HERE