I can save multiple bank account details with the same account number
Creation Date: December 7, 2023
Created By: Akhil Vanjani
View most recent version
*
Alternatively, you can go to "Customers & Sites"
![](https://storage.crisp.chat/users/helpdesk/website/1caf963558868a00/ee86c074-7315-4f79-9c2f-c78f68_ynb2qv.png)
![](https://storage.crisp.chat/users/helpdesk/website/2a3487917ee6da00/ef98dcad-2062-4f12-8a88-3610e4_1vlgzge.png)
![](https://storage.crisp.chat/users/helpdesk/website/49d21172f38b3400/929d9a12-8cd5-4bfe-a1e2-a85a5f_12zrpeg.png)
![](https://storage.crisp.chat/users/helpdesk/website/19a5f678cb6bf300/85d015fa-1593-4ac9-99b2-0030e9_qvpar2.png)
![](https://storage.crisp.chat/users/helpdesk/website/c1021e206e84280/8efccdfa-6eb7-4adc-9596-b53af4_94rm7s.png)
![](https://storage.crisp.chat/users/helpdesk/website/f5e5e9640d2c7800/f07c315e-cf9e-45b5-bc39-059964_927du1.png)
![](https://storage.crisp.chat/users/helpdesk/website/54983455bc307400/cf8fcdde-9df2-4069-bfac-88c007_19ct74.png)
Here you can save the account details with the same account number
![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101127548323/original/pfzkqjXcgpwHxy9K7uwWXltmOQzx_HtjAg.png?1702024142)
![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101127548324/original/GJfk-9YS5IdKkc0VSyX4rfqB7CkbqcU9hQ.png?1702024142)
![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101127548331/original/2As6kjvx0uA64q9_DKxmvVWIosqQDKyWJA.png?1702024145)
Created By: Akhil Vanjani
View most recent version
*
# Jules.ai
1. Click on "Suppliers & Sites"
Alternatively, you can go to "Customers & Sites"
![](https://storage.crisp.chat/users/helpdesk/website/1caf963558868a00/ee86c074-7315-4f79-9c2f-c78f68_ynb2qv.png)
2. Click on "Edit" or "Add a new supplier/customer"
![](https://storage.crisp.chat/users/helpdesk/website/2a3487917ee6da00/ef98dcad-2062-4f12-8a88-3610e4_1vlgzge.png)
3. Click on "Next"
![](https://storage.crisp.chat/users/helpdesk/website/49d21172f38b3400/929d9a12-8cd5-4bfe-a1e2-a85a5f_12zrpeg.png)
4. Click on "Add new"
![](https://storage.crisp.chat/users/helpdesk/website/19a5f678cb6bf300/85d015fa-1593-4ac9-99b2-0030e9_qvpar2.png)
5. Fill in the details and click on "Save"
![](https://storage.crisp.chat/users/helpdesk/website/c1021e206e84280/8efccdfa-6eb7-4adc-9596-b53af4_94rm7s.png)
6. Details are recorded
![](https://storage.crisp.chat/users/helpdesk/website/f5e5e9640d2c7800/f07c315e-cf9e-45b5-bc39-059964_927du1.png)
7. Click on "Add new"
![](https://storage.crisp.chat/users/helpdesk/website/54983455bc307400/cf8fcdde-9df2-4069-bfac-88c007_19ct74.png)
8. Fill in the details and click "Save"
Here you can save the account details with the same account number
![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101127548323/original/pfzkqjXcgpwHxy9K7uwWXltmOQzx_HtjAg.png?1702024142)
9. You can view the complete list and select what you want to keep
![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101127548324/original/GJfk-9YS5IdKkc0VSyX4rfqB7CkbqcU9hQ.png?1702024142)
10. You can also set the default bank account for your invoices and payables
![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101127548331/original/2As6kjvx0uA64q9_DKxmvVWIosqQDKyWJA.png?1702024145)
Updated on: 16/07/2024
Thank you!