- Adding bank accounts.
- Adding credit card accounts.
- Procurify web app
- Only users with permissions in Settings > Manage Bank & Credit Card Accounts will be able to perform the steps below.
- Bank accounts can't be edited.
- For credit cards, you'll have designate which users are allowed to use it.
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Go to Settings > Manage Bank & Credit Card Accounts.
Select Add New Account button and choose between Bank or Credit Card Account.
Fill out the necessary information and select Add Account or Add Card when finished.