How to add a bank account?

To add bank accounts for recording transfers, expenses, and revenues, and linking them to financial reports, follow these steps:

Steps

1. From the main menu, go to "Bank Accounts".

2. Click "Add Bank Account".

3. Enter the following details:

   • Account Name (e.g., Al Ahli Bank).

   • Account Type: select Bank Account.

   • Currency associated with the bank account.

4. Click Save.

Notes

• You can add multiple bank accounts if your company deals with more than one bank.

• Make sure to select the correct currency to avoid exchange rate differences in transactions.