How to manage Bank Accounts on Posibolt?

How do I manage Bank Accounts on Posibolt?

How do I manage Bank Accounts on Posibolt?

  1. Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it.
  2. When the Main Menu appears, select Administration on the right side of the screen and then navigate the sub-menus to locate Setup and click Bank Account under the Setup menu. 
  3. Click and enter your search parameters for searching for existing Bank Accounts, however, if you do not have one on Posibolt, you can add it by clicking the add icon"+"
  4. When adding the bank account you will have selections and fields to enter in all the relevant details and check mark isActive if you want to use it immediately, navigate to the bottom right side of the screen and click Save.
  5. When you search you will see a list of all your Bank Accounts, and to the right, there is a pencil icon that when clicked allows you to edit the selected bank account, like the add bank account menu, the edit menu has the same fields and if you want to de-activate the bank you uncheck isActive and the bank account will be disabled for use