Adding and Editing Bank Accounts in BigChange

This article provides a step-by-step guide on how to add and edit Bank Accounts in BigChange.

Does your navigation menu bar look like this?  Read our Support article about changes we are making, New BigChange Navigation Bar.

 Navigating to Bank Accounts

To add bank accounts in BigChange, follow these steps:

• Select the Account settings icon in the top menu.
• Select Settings.
• In the side menu, select Financial.
• Select Bank Accounts.

Adding Bank Accounts

You can add as many bank accounts as you require into BigChange. These accounts can be linked to financial documents for better financial management.

Steps to Add a Bank Account

1. Navigate to the Bank Accounts section as described above.
2. Select the option to add a new bank account.
3. Complete the following mandatory fields:
   • Nominal Code
   • Description
   • Bank Details
4. Select Save to add the bank account.

Editing Bank Accounts

If you need to make changes to an existing bank account, you can easily edit the details.

Steps to Edit a Bank Account

1. Navigate to the Bank Accounts section.
2. Select the bank account you wish to edit.
3. Update the necessary fields:
   • Nominal Code
   • Description
   • Bank Details
4. Select Save to apply the changes.

Description Field

The Description field is a free text field that appears on standard financial document templates. It can also be added to custom templates using financial keywords.

Using the Description Field

• The Description field allows you to provide additional information about the bank account.
• This information will be pulled into standard financial documents.
• You can also customise templates to include this description using financial keywords.