Set Up Banking Details

Bank

• Navigate to -> Menu Category.
• Select Accounting menu category.
• Navigate to -> Accounting -> Bank.
• Click on -> Create button
• On click of create button, Redirect to Bank create page.
• Add Name
• Add Website
• Click on -> ‘Save’ or ‘Save & Close’ button

Bank Branch

• Navigate to -> Menu Category.
• Select Accounting menu category.
• Navigate to -> Accounting -> Bank -> Bank Branch
• Click on -> Create button
• On click of create button, Redirect to Bank Branch.
• Add Name.
• Select Bank.
• Add IFSC Code.
• Add SWIFT Code.
• Select Address.
• Add Phone Number
• Click on -> ‘Save’ or ‘Save & Close’ button

Bank Account

• Navigate to -> Menu Category.
• Select Accounting menu category.
• Navigate to -> Accounting -> Bank Account.
• Click on -> Create button
• On Click of Create button, Redirect to Bank Account
• Add Account Name
• Add Account Alias
• Add Account Number
• Select Bank
• Select Bank Branch
• On Selection of Bank Branch, in Bank Account IFSC code and SWIFT Code will be auto-set
• Click on -> ‘Save’ or ‘Save & Close’ button.