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How to Enter a New Bank Account?

Before processing your customer receipts, supplier invoices & payments, and accessing bank reconciliation, you must enter information about at least one of your bank accounts.

To register a bank account, go to Payments > Bank accounts > New bank account.

new bank account in reviso

Fill in the obligatory information on the left and add additional information on the right. 

The field Bank * shows you a list of banks to choose from. The same applies in the case of a country selection. If you do not find the adequate information, choose the option that states Cash. This field does not interfere with your accounting so you should not worry if this happens.

The field Account no. in Reviso* refers to the account. If you already uploaded your accounting plan, it would be easy to choose it from the list. Otherwise, you can create it manually on the fly.

Create as many bank accounts as you need for your day to day business.

list of bank accounts in reviso

Now you can use your bank accounts alongside with all payment tasks in the Payment menu. In case you need to edit your bank account information, you can always return to this menu. 

If you have any further questions, please do not hesitate to contact us.

Updated on October 17, 2017

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