Finance > Bank Account

The Bank Account screen allows you to manage your linked bank accounts effortlessly. From this screen, you can view your existing bank accounts, add new ones, or make changes to the existing ones.

If you wish to add another bank to the campus, then you can select the +Add button.

Once you select the +Add button, a floating window will open on the screen. Enter the required information in the provided fields. Enter your account holder’s name, followed by the account number and the associated bank’s name. Ensure the accuracy of the details entered to avoid any transactional issues. Double-check the information before proceeding to the next step. Once all the necessary fields have been completed, click the “save” button to finalize the process.

You can add a new Bank account by clicking on the +Add button on the Bank Account Welcome Screen, and by using or icon you can edit or delete any existing Bank account.

Fields and their explanation:

Fields	Explanation
Bank Name	Add Bank Name here.
BSB No/Swift Code	Add your bank BSB No/Swift Code.
Account Number	Add the account number in this field.
Account Name	Add the Bank account holder’s name here.
Address	You can add your bank address in this field.
Active	Tick this box if you want to activate this bank account.