Payments and banking · Guide 100 of 624
Add a bank account
A Bank Account record in RockifyERP links one real account to its ledger account, for payments and reconciliation.
How to do it in RockifyERP
- Search for Bank Account and click + Add.
- Enter the account name, choose the Bank, and tick Is Company Account.
- Choose the Company and the ledger Account it posts to.
- Add the account number and branch, then Save.
Tip: Tick Is Default on your main collection account so payments pick it automatically.
Need more help with RockifyERP?
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