Assigning Bank Details To A Supplier

Assigning Bank Details to a Supplier

This User Guide covers how to add a Bank Account to a Supplier.

1. Go to the Supplier Record and click Contact then select Bank Details along the top.

2. Click Add Bank Account. If the bank account is not already in the list click Add New.  Locate the Bank name and then enter the Sort Code and Branch details and click OK and then Confirm

3. Add in the remainder of the Suppliers Bank details and then tick Default Bank and click Add

4. Check the information is correct then Save the Supplier record by clicking on the icon to the left:  


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