Multiple Bank Accounts
Setting up your organization's banking details is an important part of the initial configuration within the Organization. Accurate bank information helps ensure smooth financial transactions, reporting, and system integration.
This document provides a quick and clear walkthrough for admins to add & update multiple bank accounts.
Move To The Configuration Tab
- From the Admin Dashboard, locate and click on the Settings section in the main navigation menu.
- Now click on the My Organization tab.
My Organization Page Overview
The My Organization page is divided into three key sections:
- Organisation Details
- Admin Details
- Banking Details
- QR Code
Organization Details
This section includes basic details about your organization:
- Organization Name
- Admin Full Name
- Time Zone
- Currency
- Location
Admin Details
Here you can view information related to the admin user:
- Admin Username
- Admin Name
- Admin Email Address
- Admin Phone Number
- Location
Banking Details
This section is where you manage your organization's bank accounts. The information displayed for each account includes:
- Bank Name
- Branch City
- Account Type (e.g., Savings, Current)
- Account Number
- IFSC/SWIFT Code
- Description
- Disable (Toggle to deactivate an account)
- Action (Edit/Delete options)
Adding A New Bank Account
In the Banking Details section, click on the Add Bank Details button. A form will appear. Fill in the required fields:
- Bank Name
- Branch City
- Account Type
- Account Number
- IFSC/SWIFT
- Disable
- Action
- After filling all the required details click Save Changes.
- After saving, a confirmation message will appear, and the new bank account will now be listed in the Banking Details table on the organization dashboard.
Editing An Existing Bank Account
If any bank account details need to be updated:
- Go to the Banking Details section on the My Organization page.
- Locate the account you wish to update.
- Click the Edit icon under the Action column.
- The existing account details will appear in an editable form.
- Make the necessary changes (e.g., account number, branch, IFSC code).
- Click Update to save the changes.
You will receive a notification confirming that the bank account has been successfully updated.