Add an Account
1. Go to the Banking page and click on Add Account + on the top right-hand corner of the page
2. Select the type of account: bank, non-Voly card or cash
3. Select the currency
4. Add the opening balance
5. Add the opening date
6. Enter the name of the account or select the cash holder
7. Then click 'Add Account'
Please Note: you may need to contact your administrator to add an account.
Archive an Account
1. Go to the Banking page and click on the account you wish to archive.
2. You might need to reconcile the account first if any transactions have not yet been reconciled.
3. Once the reconciliation has been done, you will see the Archive button on the top right-hand corner. Click Archive.
4. Once archived, the account will disappear from the Banking page.
5. To view an archived account you will need to select Show Archived Account in the top right-hand corner of the banking page. Any account that has been archived will display in grey with [Archived] next to the account name.
Please Note: you may need to contact your administrator to archive an account.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.