Bank Account

Main Dashboard > Finance > Bank Account

The Bank Account screen allows you to manage your linked bank accounts effortlessly. From this screen, you can view your existing bank accounts, add new ones, or make changes to the existing ones.

If you wish to add another bank to the campus then you can select the +Add button.

Once you select the +Add button, a floating window will open on the screen. Fill in the required information in the provided fields, Enter your account holder name, followed by the account number and the associated bank’s name. Ensure the accuracy of the details entered to avoid any transactional issues. Double-check the information before proceeding to the next step. Once all the necessary fields have been completed, click the “save” button to finalize the process.

You can also edit or remove existing bank accounts by clicking on the respective icons next to each account.

Below is the explanation of the fields

FieldsExplanation
Bank NameAdd Bank Name here.
BSB No/Swift CodeAdd your bank BSB No/Swift Code.
Account NumberAdd account number in this field.
Account NameAdd the Bank account holder’s name here.
AddressYou can add your bank address in this field.
ActiveTick this box if you want to active this Bank Account.

 

If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au