- Adding bank accounts.
- Adding credit card accounts.
- How to add a Bank account to Procurify
- How do I add a Credit card account?
- Manage credit card, edit credit card, add credit cards
The following article outlines how to add a new bank account or credit card 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 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.