Adding Bank Information

Key Steps

Step 1: Access the Organisation Tab 0:00

• Navigate to the Organisation tab on the left-hand side of your screen.
• Select Bank Information.

Step 2: Add Bank Details 0:12

• On the right side of your screen, click on Add Bank Details.
• Fill out the required bank information.

Step 3: Set Default Bank Account 0:24

• Choose whether to set this bank account as your default by selecting Yes or No.
• Click Save.

Step 4: Verify Default Bank Account 0:42

• Confirm that your default bank account is displayed correctly.

Step 5: Add Additional Bank Accounts 0:53

• To add more bank accounts, repeat Step 2.
• For additional accounts, select No for the default option if you do not want it to be the default.

Step 6: Edit Bank Details 1:15

• If you need to correct any bank details, click on the Edit icon next to the account.
• Make the necessary changes and scroll down to click Save.

Step 7: Delete Bank Accounts 1:28

• To remove a bank account, click on the Delete icon next to the account.
• Confirm the deletion by selecting Delete.

Cautionary Notes

• Ensure all bank details are entered accurately to avoid issues with transactions.
• Be cautious when deleting bank accounts; this action cannot be undone.

Tips for Efficiency

• Double-check your entries before saving to minimize the need for edits.
• Keep a record of your bank accounts outside of Wyze for reference.

Link to Loom