Susan.one > Configuration > Bank Accounts
Bank Accounts
Overview
Here you can define all the bank accounts you have. It gives you an accurate overview of financial position in the bank.
To review all bank accounts, navigate to Settings > Bank accounts. Once there, you’ll see a list view of all available bank accounts.
Adding Bank Account
To add a bank account, follow these steps:
- Open the bank accounts list view
- Click New
- Fill the following fields:
- name - name of the bank
- IBAN
- registry currency - currency in the bank account
- account - bank account
- payment method - payment method accepted by bank
- Click Save
Editing Bank Account
To edit the bank account, follow these steps:
- Open the bank accounts list and click on the bank account
- Edit the bank account fields
- Click Save
Deleting Bank Account
To delete the bank account, follow these steps:
- Open the bank accounts list and click on the bank account
- Click Delete
- Click Confirm on the confirmation dialog