Bank accounts of contact

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

In Nmbrs Accounting you can view an overview of all bank accounts that are created for a contact. 

Access to Bank accounts of contact

To access:

• click on the Contacts icon in the navigation bar
• click on Contacts
• open the relevant contact card
• then, in the now-opened screen, click on Bank accounts. 

Bank accounts of contact

Click on > in front of the bank account in order to open it.

This bank account can be used for payments (via a SEPA payment file). 

A user with financial rights ('Financial administration' or 'External accountant' role) or the 'Procuration' or 'Management' role has to validate the bank account by clicking on the Confirm button. 

Depending on your user role in Nmbrs Accounting you can view all documents in which the bank account is used by clicking on the Documents button.

Click on the New bank account button in order to create a new bank account.

For a detailed description of the different input fields of a bank account, see article Create account (bank account, credit card and/or online payment provider).

Enter the data of the new bank account and then click on the Save button.