- Title
- Add a Bank Account
- Tags
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Create CustomerCreate VendorDashboard View
Create Bank Account
This interface is used to register a new bank account in your ERP system, which can be linked to transactions, payments, receipts, and reconciliation processes.
🏦 Bank Account Fields
Number *: The unique account number assigned by the bank.
Name *: A user-friendly label for this account (e.g., Company Operating Account).
IBAN *: International Bank Account Number for standardized international transactions.
Balance *: The opening or current balance of the account.
Bank Name *: Choose a bank from the dropdown list. Use Add Bank to register a new bank if needed.
Number *: The unique account number assigned by the bank.
Name *: A user-friendly label for this account (e.g., Company Operating Account).
IBAN *: International Bank Account Number for standardized international transactions.
Balance *: The opening or current balance of the account.
Bank Name *: Choose a bank from the dropdown list. Use Add Bank to register a new bank if needed.
💾 Save
Click the Save button at the top-right once all required fields are filled.
The bank account will now be available for use in invoices, vendor bills, and reconciliations.
Click the Save button at the top-right once all required fields are filled.
The bank account will now be available for use in invoices, vendor bills, and reconciliations.