How to assign a new bank to a company?

GemCloud software is a powerful tool that helps businesses manage their financial operations efficiently. One of its key features is the ability to assign banks to companies, enabling seamless integration with various financial institutions. This article will guide you through the process of assigning a new bank to a company in GemCloud software.

Step:1

Firstly, you need to go to companies overview page.

Step:2

To the right side of company, click on manage.

Step:3

Scroll down and you will see the Assign new bank option.

Step:4

Click on Assign new bank on the right side of the page.

Step:5

Then choose a bank that you added and want to assign to your company and then click on save button.

Step:6

After clicking on save button, a bank is assigned to a company successfully.

Assigning a new bank to a company in GemCloud software streamlines financial operations and enhances connectivity with financial institutions. By following the steps outlined above, you can easily add a new bank account to a company within the software. Remember to verify the bank details and conduct test transactions to ensure smooth integration and accurate financial management.

• Related Articles

• How to add bank account details to your customer invoice?

  GemCloud is a powerful cloud-based software that offers various accounting and financial solutions for businesses. One of the essential features of GemCloud is the ability to generate customer invoices with customizable details. Adding bank details ...

• How to Add and Manage Companies in Gemcloud?

  Gemcloud allows you to efficiently manage company details within its platform. Here’s a step-by-step guide on how to add a new company and manage existing ones: Adding a New Company Step 1: Access Configuration Settings Locate the Configuration ...

• How to Edit company billing Information?

  If you want to Edit/Change company billing information, follow these steps Step 1: From the top right corner Click on the Vendor Profile Drop-down Menu and Click on the Billing Information. Step 2: Once you click on Billing Information, you will be ...

• How to Add a New Inventory Location in the System?

  Adding new inventory locations helps in organizing and managing your stock more effectively. Here’s a step-by-step guide on how to add a new inventory location in your system: Step 1: Access Configuration Settings Click on the Configuration button ...

• How to Add New Storage Tray/Box Details in the System?

  Organizing your inventory with storage trays or boxes helps in better tracking and management. Here’s a step-by-step guide on how to add new storage tray/box details in your system: Step 1: Access Configuration Settings Click on the Configuration ...