Add Bank Account

If you would like to add a new Bank Account to Finlee, click on Bank Reconciliation Tasks and choose Add Bank Account.

Fill in the applicable field and click Save.

Bank Account Name: Populate Name of bank account as you would like it displayed in Finlee.
Account Number: Enter entire bank account number, including leading zeros (if any). Account Numbers entered will be encrypted.
Ledger: Select the appropriate corresponding ledger for the new bank account.

If you need a bank account removed, please contact support.