The Banking section allows you to manage your company’s bank account details.
Adding a bank account:
1. Go to Main Navigation > Banking
2. Click the Add icon to put your bank information on Clarity365
3. Enter your bank's name e.g. Barclays
4. Enter the sort code for your company's account
5. Enter the account number for your company
6. Click Save to submit your bank account's information to Clarity365
Deleting a bank account:
1. Go to Main Navigation > Banking
2. Find the account you wish to remove on the Banks List
3. Click the Delete icon to the left of the bank you wish to delete
Please note, this will delete the bank that you have selected. There will not be a confirmation pop up so please ensure you wish to delete the bank before you press the Bin icon.