How to Approve a Bank Account

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This can only be done by the user who is given the “Approve” feature under Manage Bank Account / Manage Supplier Bank Account

To assign "Approve" feature under Manage Bank Account: click Entity Management, click Manage Company Users

Double click on the user who should be approving the bank account

Click Edit

Tick Approve box under Manage Bank Account

Once done, click Save

To Approve Bank Account;

Click Bank Connections

Click Manage Bank Account or Manage Supplier Bank Accounts, depending on which type of bank account you want to approve.

Double click into the bank account which has the status PENDING APPROVAL.

Review the details.

Click Approve / Reject

Status will change to APPROVED.

Date last updated:
June 2, 2022