You can setup your company’s bank accounts here. The bank accounts information will be used for invoicing purposes, to be shown in your invoices.
Picture 4.7.13: Menu to add a new bank account in the system.
Picture 4.7.14: List of banks in your company.
Description:
| A | Click “Add’ to add new bank. |
| B | Click “Edit” to modify the bank’s information |
| C | Click “Delete” to delete the bank. |
To create a new bank, click “Add New” and you will find the following screen:
Picture 4.7.15: Create a new bank account
Description:
| A | Please fill in the name of the bank account. |
| B | Please fill in the shortcode used to identify the bank account. As an example, people normally use MBB for Maybank. |
| C | Choose Yes or No if use for payroll. |
| D | Choose Yes or No for company account. |
| E | Choose Yes or No for default invoicing. Normally this will show in CRM invoice. |
| F | Choose whether this is Maybank or CIMB. If not, choose “others”. |
| G | Please fill in your company’s bank account here. |