Managing Bank Accounts Settings
Activate internal bank accounts for use across modules like Accounting, CRM, and Retainers.
🧠Step 1: Access Bank Accounts Settings
- From your dashboard, go to System Settings
- Click into the Bank Accounts section — this controls which internal accounts are active and usable across the system
✅ Step 2: Review Available Accounts
You’ll see a table listing all configured bank accounts:
| Column | Purpose |
|---|---|
| Name | Internal label (e.g. Cash, Vendor Payments, Client Deposits) |
| Bank / Account Number / Address / Contact | Display-only fields for reference |
| Current Balance | Manually updated or synced balance |
| Action Toggle | Switch ON to activate the account for system use |
🔄 Step 3: Activate Accounts
- Use the Action toggle to enable or disable each account
- Only activated accounts will appear in dropdowns across modules (e.g. invoice payments, retainer deposits, CRM refunds)
Tip:
- Toggle ON only the accounts relevant to your current operations
- Keep legacy or dormant accounts OFF to avoid confusion
💾 Step 4: Save Changes
- Click the blue Save Changes button at the bottom right
- Your activation preferences will apply instantly across the platform
✅ Best Practices
- Use clear naming conventions for internal clarity (e.g.
Cleaning Float,Logistics FX) - Review active accounts quarterly or during financial audits
- Keep inactive accounts toggled OFF to prevent misallocation
- Use separate accounts for client funds, vendor payments, and operational floats
