Add a bank account to an item

You are setting up an Employee / Item

1. Go to Employee / Item

2. Click on Edit button

3. Click on Plus icon

4. Click on New button

   1. Account Name - enter. This field is optional and can remain blank.

   2. BSB - enter

   3. Account Number - enter

   4. Claim - check if this account can be selected in the Contracts / Claim tab

   5. Default - check if this is the default account for claims raised in the Contracts / Claim tab or in the Driver Portal

5. Click on Create button to create the bank account record and add it to the item