Bank Accounts

Bank Accounts

How to Navigate

1. Open the relevant Menu entry for Bank Accounts.
2. The Bank Accounts list opens, showing each account as a card.
3. Tap the floating (+) button to add a new bank account, or the pencil icon on a card to edit it.

Bank Accounts List

Each account card shows:

• Account Name & Status
• Account Number:
• Bank Name
• Added By / Updated By: Who created and last updated the account
• Added Date / Updated Date: When the account was created and last updated.
• Edit icon: Opens the account for editing.

Add a Bank Account

1. Tap the (+) button on the Bank Accounts list.
2. Enter the Bank Name.
3. Enter the Account Name and Account Number.
4. Select the Currency.
5. Select the Status (defaults to Active).
6. Optionally attach supporting documents via Attachments > Select File.
7. Tap Submit to save the bank account.

Other Applicable Actions

• Use the filter icon on any Vendor Management list to narrow records.
• Use the (Edit) icon on any card to update that record.
• Link a Vendor Contact to its parent Vendor via the Vendor Name field when adding or editing a contact.