Administration

Manage up to five company bank accounts

Maintain approved bank details and choose the buyer-facing account.

Where to go

Admin → company/bank settings; document bank selector

Step by step

A company Main Admin or 2nd Admin opens the bank settings.
Verify the administrator password and enrolled authenticator when asked.
Add or edit the approved account details; the company can store at most five accounts.
When preparing a supported buyer document, select the appropriate account and preview the saved document.

Demo example

Demo: label sample accounts “USD receipts” and “EUR receipts”; never put real account numbers in public guides.

How many company bank accounts can I keep?

Up to5. Main/2nd Admin must complete the required password/authenticator verification to edit them.

Will editing a bank account change old documents automatically?

Previously selected document bank snapshots remain. Select/update the intended account for the current document and review it.

Reviewed 10 October 2026 · CRM 0.53.1