- Adding bank accounts.
- How to add a Bank account to Procurify
The following article outlines how to add a new bank account.
On the left-hand navigation black bar, select SETTINGS
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
Type in an ACCOUNT NAME, select the PAYMENT TYPE and CURRENCY
Select ADD ACCOUNT 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.