Adding a Bank Account, Credit Card Account or a PayPal Account is very simple. Since it's a very sensitive and important information, take extra precaution while putting in the information and double check before saving it.
1. Click Bank Account under Accounts section in the LHS Menu.
2. Click Add Credit Card Account in RHS navigation.
3. Fill in the required information.
*** Please note:
Account Name is how it displays in SlickPie. You can add the last 4 digits of the account number too. This can be of a great help if you have more than 1 account from the same bank.
COA Code is an optional field. The numbers entered in this field will be of help while creating the reports.
4. Once the information is in and verified, click Save & Close or Save & Add New, as per need.
Things to keep in mind
- Account Name is the name as it shows up in SlickPie.
- COA Code is Chart of Accounts code and is an optional feature.
- Save & Close will bring you back to the Bank Account list.
- Save & Add New will let you add another credit card account without making you repeat all the steps.
- Anytime you need to make any change to the account information, click Edit by going to that account's dashboard.
- Account Name is the display name as it shows up in SlickPie.