Goal:
- Adding bank accounts.
- Adding credit card accounts.
- How to add a Bank account to Procurify
- How do I add a Credit card account?
The following article outlines how to add a new Bank Account or Credit Card Account.
Steps:
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Select SETTINGS on the left-hand navigation black bar
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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 or CREDIT CARD ACCOUNT
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Type in an ACCOUNT NAME, select the PAYMENT TYPE and CURRENCY
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Select ADD ACCOUNT or ADD CARD 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