Bank Accounts

Created by rotcana Choong, Modified on Sun, 7 Jun at 10:35 AM by rotcana Choong

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The Bank Accounts feature is used to maintain company bank account details for payroll processing and claim payments. 


Steps to Maintain Company Bank Accounts:

  1. Go to Tools > Company Profile.

  2. Go to Bank Accounts.


  1. Click Add Bank Account.


  1. Enter the details:

  • Bank – Select the name of the bank.

  • Account No – Enter the bank account number.

  • State – Select the state in which the bank branch is located.

  • Main Bank – Tick if it is the primary bank account used for transaction.

  1. Click Save.


  1. Click Address: Not set below the bank details to maintain the bank location.


  1. Enter the address of the bank branch and click Save.


  1. Click Save changes.