Update business bank details

Add the bank account used for business payments in Finance. After saving, only the last four digits are shown. Update the details before the next manual payment run if the destination changes.

What to do

  1. 01

    Open the payment destination

    Open Finance in the correct business workspace and choose the bank-details control.

  2. 02

    Verify the saved account

    Enter and save the new details, then check the masked last four digits before the next manual payment run.