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.

Navigating to Bank Accounts

To add bank accounts in BigChange, follow these steps:

Select Account Settings in the top menu.
Select Settings.
In the side menu, select Financial.
Select Bank Accounts.
Select the option to add a new bank account.
Complete the following mandatory fields:
- Nominal Code
- Description
- Bank Details
Select Save to add the bank account.

bank account1.png

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

Need a Guided Tour?

To help you get the most out of BigChange, we've created interactive in-app walkthrough guides.

Simply select the link below to start the walkthrough guide. You'll receive real-time step-by-step instructions and tips directly from within the application.

In-App Guide: Add Bank Details

Editing Bank Accounts

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

Navigate to the Bank Accounts section.
Select the bank account you wish to edit.
Update the necessary fields:
- Nominal Code
- Description
- Bank Details
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.

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.