Click Bank Connections
Click Manage Bank Account
Click Add New
Fill in Company’s Bank Account Details
Required:
- Bank Label
- Country: Select country under dropdown
- Bank Name: Select Bank under dropdown
- Bank Account No: input bank account number
- Account Holder Name
- Currency: Select currency under dropdown
- Branch
Optional:
- Swift Code
- Branch Code
- Branch City
- Branch Address Line 1, Line 2
- Postal Code
- State/Province
Once done, click Create
Bank Account(s) added will be displayed in this list.
Status of Bank Account will be PENDING APPROVAL
