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Granting/Revoking Permission to Access a Bank Account

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If a user needs to select a bank while creating transactions, he must first be granted permission to view the banks.

Granting Permission to Access a Bank Account

  • Go to “Users”.
  • Select “Data Permissions”.
  • Choose the user to whom you want to grant the permission.
  • Select “Accounting”.
  • Select “Bank Account”.
  • Click on “▶”.
  • Grant permission for “Bank” by ticking the checkbox ▢.
  • Click on “Save”.
Granting Permission to Access a Bank Account — Click on “Save”.

Note: If you want to revoke permissions for a specific bank, follow the same steps as outlined previously, but remove the "☑" mark next to the desired bank.

Frequently asked questions

How do I revoke this permission?

If you want to revoke permissions for a specific bank, follow the same steps as outlined previously, but remove the "☑" mark next to the desired bank.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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