MANAGER001 - Link connected bank : General Help Center

MANAGER001 - Link connected bank Print

Modified on: Tue, 19 Jul, 2022 at 11:20 AM

This manager feature allows you to link a bank to a connected personal or company account.

1) Search on the connected person or company

2) Click to view their linked banks

3) Click the 'Link Bank Account' button

Connected Personal Account

Connected Company Account

A formatting guide to assist with linking bank accounts can be found HERE

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