Update Bank Account Details for Payments

Role Required: Bank Connect Administrator

Add Bank Address

1. Navigate to Lists → Accounting → Accounts.

2. Click Edit for the account you would like to update.

3. Scroll down and select the Bank Address tab. 
   Fill in the following:

   • Address 1

   • City

   • State

   • Zip Code

   • Country

4. Click Save.

Update Bank Connect Preferences

1. Navigate to Bank Connect → Bank Connect Setup → Bank Connect Preferences.

2. Click Edit on the Koxa Approval Notification record.

3. Check the Confirm In-Transit Payments box.

4. Click Save.