Managing Bank Accounts
The Bank tab in the System settings allows you to add, edit, delete, and set default bank accounts.
1. Navigate to System
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Go to the left pane and click System.
2. Navigate to the Bank Tab
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Click on the Bank tab at the top of the page.
3. Adding a Bank Account
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Click Add Bank in the top-right corner of the table.
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Fill in the required fields:
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Bank Name
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Account Number
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Routing Number
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Bank Address
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(Optional) Check Set as Default to make this account the primary one used for transactions.
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Click Add.
4. Editing a Bank Account
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Click the Edit icon next to the account you want to modify.
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Update any of the fields:
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Bank Name
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Account Number
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Routing Number
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Bank Address
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(Optional) Change the Set as Default status.
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Click Save Changes.
5. Deleting a Bank Account
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Click the Delete icon next to the account you want to remove.
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Confirm the deletion in the modal.
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Click Delete.
