How to add your bank information

Step 1: Access the Organisation Tab 0:00

Step 2: Go to Bank Info 0:11

• Look at the top column of the Organisation section.
• Click on Bank Info to proceed.

Step 3: Add Bank Details 0:18

• On the right side of your screen, click on ‘+ Bank Details’.
• Fill out the required bank information.
• Set this as your default bank account if applicable.
• Select save.

Step 5: Add Additional Bank Accounts (if needed) 0:58

• If you have more bank accounts to add, repeat steps 3 to 4.
• For additional accounts, select ‘No’ for the default option.

Step 6: Edit Bank Details (if necessary) 1:24

• If you need to correct any information, click on the edit icon on the required bank account.
• Make the necessary changes and scroll down to select ‘Save’.

Step 7: Delete Bank Accounts (if no longer needed) 1:36

• To remove a bank account, click on the delete icon.
• Confirm the deletion by selecting ‘Delete’.