How to Add a New Bank Account

Overview
Keep your financials organized by storing all your bank and cash accounts in Laywork. This article shows you how to add a new account.

Steps

1. Go to Finance → Bank Account.

2. Click Add Bank Account.

3. Select Type (Bank or Cash).

4. Enter Bank Name, Account Holder, Account Number, Contact Number.

5. Choose Account Type (Saving/Checking) and Currency.

6. Enter Opening Balance and set Status (Active/Inactive).

7. (Optional) Upload a Bank Logo.

8. Click Save.

Tips

• Use the Currency dropdown to match your local currency.

• Mark inactive accounts to archive old or closed accounts without deleting data.

Troubleshooting / FAQs

• Q: “Save” button is greyed out.

  • A: Ensure all required fields (marked *) are filled.

• Q: I uploaded a logo but it doesn’t appear.

  • A: Check file size/type (PNG/JPEG, <2 MB). Refresh the page.