Quick Guide: How to add a Bank account

Quick Guide: How to add a Bank account Simple steps to add your Bank accounts to your organisation, needed for posting your Payments and for reconciling to your Bank. Sharon Mulligan

Setting up a new Bank Account for your organisation can be done in just a few short minutes.

Here's a quick step guide on how you can set up your Bank!

  1. Setup a new Bank account for your organisation in the Banking module.

  2. To add an Expense user, click on Banking on the left of your screen, then click on Accounts Tile.

  3. Click on the Setup new Bank Accounts button on the right.

  4. Fill in the Bank account details such as Name, Branch, number, select currency for your bank and select the GL account from Enterpyze to link to your bank.

  5. Click on Save.

Your Bank account is ready to go and you can start adding Payments to reconcile to it.

For more details on Bank account set up, such as field explanations, check out this full article over in our help center!

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