Bank Accounts

The Bank Accounts module allows authorized users to view and manage information for some or all of the company’s bank accounts, depending on their permissions. It also provides a secure space to store bank-related documents in one centralized location.

To access this module, open the Configuration window from the sidebar, select Modules, choose Bank Accounts, and click Open. You can enable or disable the module using the toggle in the top right corner of the screen.

File types in Bank Accounts

File types within this module are displayed in four columns: Name (file type name), Entity Type (the entity or module the file type belongs to), File Type (the file format), and Max Size (maximum allowed file size in MB). 

At the end of each row, the action icon (…) allows you to edit a file type or restore its settings to the default configuration.

How to edit file types in Bank Accounts

To edit a file type, locate the desired item in the list, click the action icon (…) at the end of its row, and select Edit. A modal window will appear, allowing you to update the necessary details. Once your changes are complete, click Save to apply them.

How to restore file type defaults in Bank Accounts

If you need to revert a file type to its default settings, click the action icon (…) at the end of the relevant row and select Restore Defaults. A modal window will display the default configuration. Click Save to confirm and restore the settings.