Adding/ Amending Bank Accounts

1) To add a new Bank Account – select Bank Accounts on the menu toolbar, followed by New. Complete all required fields accordingly and click Save. To set up more than one bank account, click the Add button on the menu toolbar and repeat the process. Should more than one bank account be added, an option will be given within each bank account record to mark it as the primary bank account.

2) To view or edit a Bank Account – select Bank Accounts on the menu toolbar. Select the bank account name from the listing and view/ amend accordingly. Click Save Changes.

3) To delete a Bank Account – first select Bank Accounts on the menu toolbar. Select the bank account name from the listing and click Delete on the menu toolbar. Click Yes to confirm you wish to delete the bank account.