4. Bank Deposits

Adding a Bank Deposit Account

1. Navigate to Accounts —> Bank Deposits.

   
   

2. Click the +Bank Deposit button.

   
   

3. Fill in the required fields (fields marked with * are mandatory). Enabled external banks will appear in the Bank Name dropdown. If a bank does not appear, refer to the External Bank instructions.

   
   

4. Under User Access, select the users who should have permission to view the new bank deposit account.

   
   

5. Click Submit.

Bank Deposits

Once a bank deposit account is added, account balances and activities will be visible. Users can edit the columns shown by clicking on the edit layout button, or filter for entities or accounts displayed by clicking on the Entities and Accounts buttons.

Accounts

Activities