Payments and banking · Guide 99 of 624
Add a bank
A Bank record in RockifyERP holds details of the bank itself, such as Equity Bank, KCB, Stanbic or CRDB. Your individual accounts link to it.
How to do it in RockifyERP
- Search for Bank and click + Add Bank.
- Enter the bank’s name and SWIFT code if you have it.
- Click Save.
Tip: For mobile money, create a bank record such as Safaricom M-Pesa or MTN MoMo.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.