How to Setup Your Banking Details

To setup your company's banking details, follow these steps to add your company banking details in the system:

1. Click on your profile icon in the top right-hand corner of the screen

2. Select setup from the dropdown menu

3. Under organisation settings, select your organisation name

4. In the left-hand menu, click on banking details

5. Click add account to enter banking details

6. Add the bank account information completing all fields in the pop up window displayed

• Account Name
• Bank
• BSB Number
• Account Number
• Account Type
• Branch
• Set as default YES/NO

7. Click submit to save and add the bank account