Bank Accounts module settings

How to customize and configure the settings of the Bank Accounts module 

The Bank Accounts module settings let you adapt processes and information management to fit your organization’s needs. Depending on the licenses your company holds and how your organization is initially configured, you can enable or customize related modules such as Contacts and Documents to enhance functionality and streamline workflows. 

To adjust these settings, open the Bank Accounts module, click the … menu in the navigation header, and select Settings. This will open the configuration panel, where you can modify the available options based on your operational requirements and permissions. 

A window displaying all the available modules will open.

Click the toggle to activate each module everywhere for all Bank Accounts module users.  

Click the toggle to activate each module individually. This means that users are allowed to activate or deactivate the modules of a bank account by themselves.

Click the toggle to deactivate each module everywhere for all Bank Accounts module users.  

Click the toggle to deactivate the complete Bank Accounts module. After deactivation, the Bank Accounts module will disappear. This functionality is only available for admins. 

Click Save to apply the configuration. 

How to customize and configure the settings of a bank account 

The settings of an individual bank account allow you to tailor processes and information specific to that account. Within these settings, you can enable or adjust related modules, such as Contacts and Documents, to better match your operational needs. Only the modules included in your license and those configured at the Bank Accounts module level will be visible and available for selection. 

To configure the settings for a bank account, open the Bank Accounts module and select the account you wish to customize. In the navigation header, click the … menu and choose Settings. This will open the customization panel, where you can adjust the available options according to your requirements. 

Click Modules on the left-hand side of the Settings window. A window displaying the available modules opens. Use the mouse to activate each module individually. You can only turn on those modules which were set up under the Bank Accounts level as On (Activated Individually).

Clicking on the configuration icon will take you to the Settings of the Bank Accounts module.