Company setup
The company’s real banks. Duty, supplier payments, and receipts need a bank on file. Account numbers are stored encrypted.
Where to find it: Left menu → Company / Administration → Bank Accounts
Step 1
Left menu → Company / Administration → Bank Accounts. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Add the bank name, currency, and account number. Save. You can reveal the number later with your password when a form needs it.
Step 3
The list shows a masked number (last four digits). Opening balance appears if you entered one.
Yes. Bank Accounts is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
So a screenshot of the list is not a full leak. Reveal is a separate, password-checked step.
