You'll need to add your bank accounts to the system to keep your financial records complete. Here's how to do it:
Step 1: Go to the Banks Section
From the main menu, navigate to the Banks section.
Step 2: Add a New Bank Account
Look for a button like "+New Bank". Click on it.
Step 3: Enter Bank Account Details
Fill in the required information for your new bank account. This typically includes:
- Bank Name
- Account Number
- Currency (e.g., PHP, USD)
- A Description (optional, but helpful for identifying the account, like "Savings Account" or "Checking Account")
Step 4: Save Your Bank Account
Once all the details are entered, click Save. You should then see your newly added bank account listed.
Need Assistance?
If you need help to customize your recurring invoices list display fields, feel free to reach out to our support team at support@fynloapps.com