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How to Setup Your Banking Details

To setup your company's banking details, follow these steps to add your company banking details in the system:

1. From the main menu, click your Profile Icon in the top right-hand corner



2. Click on Setup from the dropdown menu


 

3. Under Organisation Settings, Click on your Organisation Name

4. In the left-hand menu, click on Banking Details

 


5. Click on the + Add Account to enter banking details


6. Add the bank account information completing all fields and information in the pop up window displayed

  • Account Name
  • Bank
  • BSB Number
  • Account Number
  • Account Type
  • Branch
  • Set as default YES/NO


7. Click Submit to save and add the bank account information