How to Create a Bank Account

Before you can submit any Statement a Bank Account must be created. If you connect to a Bank Feed then your Bank Account will be created automatically.

To create a Bank Account, follow these steps:

1. Navigate to the Lists menu and click on Bank Accounts

2. Bank Accounts are displayed on two tabs, one for Manually Added Accounts and one for Bank Feeds Accounts.

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3. On the Manually Added tab search for the name of your Bank, add the Account Name, enter the last 4 digits of the Account Number, and select the Currency, and then click Add.

If your Bank is not listed then click on the link titled Request to add your bank. A screen will appear where you will need to enter the full name of the Bank you are requesting and to upload a sample Bank Statement. We will then contact you via email to confirm or deny the request.
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