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Company bank accounts

Four sections of the bank account form

Illustrative form diagram, not a screenshot.

Admin Panel → Company Bank Details lists the bank, account details, account holder, number of contact people, currency, status, and creation date. Use Refresh to update the list, and pagination to browse it.

Add or edit an account​

  1. Click Add Bank Account. To change an existing account, use the edit icon on its row.
  2. In Bank account details, choose a bank. If it is not listed, use add new bank. Enter the branch code, account number, SWIFT code, and IBAN.
  3. In Account holder details, enter the name, address, city, and country. In Account settings, choose a currency and whether the account is active.
  4. Optionally add bank contact people. For each person, you can enter a first and last name, position, phone numbers, and multiple email addresses. One person can be marked as the primary contact.
  5. Click Create or Update. In edit mode, the update button stays disabled until something changes.
About the delete button

Although a delete icon appears in the list, deletion is currently unavailable; clicking it does not remove the account. If an account needs to be removed, contact your administrator or support team.