Welcome to this Empress guide. In this guide, we’ll focus on the Bank Account feature, a tool that helps businesses keep track of their various bank accounts in one place. This feature is especially useful for businesses with multiple accounts across different banks, or businesses that need to manage both company and personal accounts.
Introduction to the Bank Account Feature
The Bank Account feature in Empress allows you to store and manage all your bank account details in one location. This includes your account name, account type, bank name, IBAN, bank account number, and more.
From a business perspective, this feature is particularly beneficial for:
- Keeping track of various bank accounts with ease.
- Ensuring all bank account details are up-to-date and accessible.
- Facilitating financial management and planning.
Using the Bank Account Feature
Viewing Bank Accounts
To view your bank accounts:
- Go to the Accounts module.
- Click on the Bank Account option.
You will see a list of all your bank accounts. If you want to view details of a particular account, simply click on its name.
Adding New Bank Accounts
To add a new bank account:
- Click on the New button.
- Fill in the necessary details, such as account name, bank, account type, and account number.
- Click Save.
Editing Bank Accounts
You can edit your bank account details any time:
- Click on the account you want to edit.
- Make the necessary changes.
- Click Save.
Sorting Bank Accounts
To sort your bank accounts:
- Click on the Sort button.
- Choose your preferred sorting order.
Roles and Permissions
The Bank Account feature is accessible to roles with the permission of “Accounts Manager” and “Accounts User”. These roles can view, create, edit, and delete bank accounts.
Concluding Remarks
Empress’s Bank Account feature is a versatile tool that simplifies the management of multiple bank accounts. It not only enhances the efficiency of financial management but also ensures that all your account details are in one place, readily accessible.
For additional support or resources, please refer to our online help documentation or contact our support team.