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Add a New Bank Account

This guide walks you through the steps to add a new bank account in the Spothire dashboard. Follow these steps to ensure that all necessary information is correctly entered.

Steps to Add a New Bank Account​

  1. Navigate to the Bank Accounts Dashboard

    • Log in to the Spothire dashboard.
    • Go to Masters.
    • Under Masters, select Bank Accounts

  2. Open the Add Bank Account Form

    • Click on the + Add Bank Account button to open the form to fill the bank account details.

1. Fill in New Bank Account​

Bank Accounts

  • Account Name: Enter the name of the account holder (required field).
  • Account Number: Enter the bank account number (required field).
  • IFSC Code: Enter the IFSC Code of the bank account (required field).
  • Bank Name: Enter the name of the bank (required field).
  • Bank Branch: Enter the name of the bank's branch (required field).
  • Cheques In Name Of: Enter the name of the person that will receive the cheque (required field).
  • UPI Address: Enter the UPI address (required field).

2. Save the Bank Account​

  • After entering all details, click on the Save button to finalize the bank account entry.

This completes the process of adding a new bank account. Make sure all mandatory fields are filled and correct before saving the information.