Bank accounts of contacts

Disclaimer

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

In Nmbrs Accounting, you can manage all bank accounts linked to contacts within a domain. Here, you can immediately see which accounts have already been verified (c0nfirmed) for payments via the payment list and a SEPA payment file.

Permissions and roles

If payment list security is not enabled, only users with the 'Management',  'Financial administration' or 'External accountant' role can verify or undo the verification of a contact’s bank account.

Access to Bank accounts of contact

To access:

• click on the Contacts icon in the navigation bar
• then click on Bank accounts.

Bank accounts of contacts list

This list shows all bank accounts for contacts that have been created in the domain.

In the Search field, you can search for a bank account by Contact, Bank account, Account owner and BIC code.

AVAILABLE USER ACTIONS

From this screen, a user can:

• create a new contact’s bank account
• manage, review, and verify a contact’s bank account
  • change or delete a contact’s bank account
  • view documents linked to a contact’s bank account
  • verify or undo verification of a contact’s bank account.

Create contact's bank account

To create a new bank account for a contact: click on the New account button.

Manage, review, or verify  contact's bank account

Change or delete contact’s bank account

To view, change or delete a bank account, click on > next to a bank account or the account holder’s name.

The following screen is opened:

View documents linked to a contact’s bank account

Click on the Documents button to view all processed documents linked to this bank account.

Verify or undo verification of contact’s bank account

Verify bank account

If a bank account has not yet been verified for use in payments, it can still be verified by clicking on the Verify button.

Undo verification of bank account

The verification of a bank account for use in payments can be undone by clicking on the Undo verification button.