Manage a Bank Account - Smarter Sales & Inventory Management | Zayls

by Zayls
2 years ago
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Knowledge Base Finance | Manage a Bank Account

Manage a Bank Account

Create a Bank Account:

1. In the Bank Accounts Overview, click New Bank Account.

2. In the New Bank Account Window, you can enter the name, description, bank, and account number of your new bank account. You can also specify if you want to set this bank account as your default bank account.

The default bank account is the bank account that is auto-filled when you create transactions.

3. After filling up the details, click Save to finish creating the bank account.

Edit a Bank Account on the Bank Accounts Module:

1. Click the Bank Account you want to edit.

2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the payment is saved successfully.

Only users with the permission of Bank Account- Modify would be able to create or edit a Bank Account.

Deleting a Bank Account:

1. Click the bank account you want to delete.

2. Click

3. Click Delete.

You will not be able to delete a bank account once it is used in a transaction.

Add Comments to a Bank Account:

The Zayls Team allows you to leave important messages to keep everyone informed.

1. On the Bank Account page, scroll down to view the Comments section.

2. Enter your message in the Comment box.

3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.

4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment:

1. Find the comment you want to edit or delete.

2. Click .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can edit or delete comments made by other regular users.

Related Articles:   View Bank Account Activity Log