In this article, you will learn how to link bank accounts within Actionstep.
To access your accounts list, navigate to:
Accounting -> Accounts -> Accounts List
Creating the Link
On this page, you can click on the button, which will open up the 'Create bank account' pop-up window. On this window, you can enter more details about the bank account, such as the display name and the account number.
Please note that you'll also need to select a contact record to represent the bank that holds the account. For more information on creating contact records, please see this article.
Once you have entered all of the information listed above, click 'Save' to create the link.