Add a Bank Account
Enter the information about the banks you use when making transactions.
You must have accounting administrator permissions to perform this task. You must own Realm Payroll to complete step 5.
Realm Accounting
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Enter the information about the banks you use when making transactions.
You must have accounting administrator permissions to perform this task. You must own Realm Payroll to complete step 5.
You're not limited to adding bank accounts only here. When you add or edit a cash account, either in Segments or Chart of Accounts, you can assign a bank account for it to reconcile to. You can also edit the bank account with which a core account is associated as long as it hasn't been reconciled.
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