Articles on: Master data

I can save multiple bank account details with the same account number

Creation Date: December 7, 2023

Created By: Akhil Vanjani

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# Jules.ai



1. Click on "Suppliers & Sites"



Alternatively, you can go to "Customers & Sites"







2. Click on "Edit" or "Add a new supplier/customer"









3. Click on "Next"









4. Click on "Add new"









5. Fill in the details and click on "Save"









6. Details are recorded









7. Click on "Add new"









8. Fill in the details and click "Save"



Here you can save the account details with the same account number







9. You can view the complete list and select what you want to keep









10. You can also set the default bank account for your invoices and payables





Updated on: 16/07/2024

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