- 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.
Select SETTINGS on the left-hand navigation black bar
Select Manage Bank & Credit Card Accounts under the Finance section
Select +ADD NEW ACCOUNT orange button located on the right-hand side of the screen
Select BANK ACCOUNT or CREDIT CARD ACCOUNT
Type in an ACCOUNT NAME, select the PAYMENT TYPE and CURRENCY
Select ADD ACCOUNT or ADD CARD when finished.
- 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