Goal:
- Adding bank accounts.
- How to add a Bank account to Procurify
The following article outlines how to add a new bank account.
Steps:
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On the left-hand navigation black bar, select SETTINGS
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Select Manage Bank & Credit Card Accounts under the Finance section
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Select +ADD NEW ACCOUNT orange button located on the right-hand side of the screen
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Select BANK ACCOUNT
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Type in an ACCOUNT NAME, select the PAYMENT TYPE and CURRENCY
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Select ADD ACCOUNT when finished
Additional Information:
- Unable to see SETTINGS or Mange Bank & Credit Card Accounts.
- Bank accounts can't be edited. They can only be deleted.
- Each currency must have a Bank Account setup to proceed with payments.