Manage Bank Accounts

Manage Bank Accounts

Keep your workspace's payment system efficient by managing bank accounts for seamless transactions. Whether you're adding a secondary account, updating details, or setting a new default account, this process keeps your payment system efficient.

Things to Keep in Mind

  • You can add multiple bank accounts, but only one can be set as the default.
  • Only Owners can manage bank accounts.

How to Manage Bank Accounts

  1. Go to Bank Accounts: Navigate to Settings > Workspace > Bank Accounts.
  2. Add a New Bank Account: Click Add Bank Account, enter the necessary details, and click Save.
  3. Switch Default Account: The initial bank account added is the default account. To switch it, click on the three dots and select Make Default.
  4. Edit or Remove Accounts: You can also update details or remove any non-default account.

Need More Help?
Contact our support team.


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