I can add multiple bank account details for my suppliers and customers

AV

Akhil Vanjani

Created Sep 26, 2023

I can add multiple bank account details for my suppliers and customers

You can add save multiple account details and set one as default

13

d

Jules.ai

8 Steps

1

Go to 'Suppliers' or 'Customers'

Go to 'Suppliers' or 'Customers'

2

Click on 'Add a new supplier'. Alternatively, you can edit the existing one

Click on 'Add a new supplier'. Alternatively, you can edit the existing one

3

Fill in the details and click 'Next'

Fill in the details and click 'Next'

4

Type the name of the bank and click on 'Add'

Type the name of the bank and click on 'Add'

5

Fill in the account details and click on 'Save'

Fill in the account details and click on 'Save'

6

You can add multiple account details

You can add multiple account details

7

You can view the list of all the banks. Click on the 'down' arrow to select the default bank

You can view the list of all the banks. Click on the 'down' arrow to select the default bank

8

Fill in the details and click 'Save'

Fill in the details and click 'Save'

Well done!

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