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How to register, edit or delete bank accounts?
How to register, edit or delete bank accounts?
Karen Assis Pereira avatar
Written by Karen Assis Pereira
Updated over a week ago

"Bank accounts" is the place for registering your organization's bank information, which facilitates the visualization of values assigned to each account.

This information can even be used together with the transaction information so that the bank reconciliation is carried out in the same system. To add a new bank account:

  1. Access the admin panel with admin or finance admin access

  2. In the left side menu, locate the "Financial" option, click on "Settings" and then "Accounts”

  3. In the upper right corner of the bank account listing, click "New"

  4. Add the description (account nickname), select the bank and account type, and lastly, fill in the branch, account, and balance information. Finally, click "Save"

The registered bank account will appear in the list along with all other accounts previously added.

It is important to highlight that the selection of the bank is linked to the organization's country. So, if you have branches in other countries, contact our Customer Service Team for help.

Bank accounts can be edited or deleted. For any of these actions:

  1. On the right side of the list of accounts, click on the edit option (pencil) and select the action you want to perform.

Attention: it is only possible to edit or delete bank accounts that are not linked to any income or expense in the system.

Do you still have doubts?

Get in touch with our support team.

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