Add a Bank Account or Credit Card Account

There are some recognized banks where direct feed is available to pull in the statements from bank automatically. Whereas in others, you have to manually import statements yourself. 

Add a bank account 

1. In the Account menu, select Bank Accounts. 

2. Click on the Add Bank Account dropdown button and select Bank Account option. 

3. Start typing in Your Bank field, it will show all existing bank accounts names in Clickentry. 

4. Select your bank account. 
   • If your bank is among the recognized banks then feeds will be available for your bank. If you’re connecting a direct feed, check the name to use for your particular bank. 
   • If your bank is not recognized in Clickentry then you have to manually import the Bank Statements in Account.  

5. Enter a name in the Account Name field, it will help in identifying the account in Clickentry. This name will be used in reports and displayed on the dashboard. 

Make sure each bank or credit card account name must be unique. You can’t use the same name that is already used by an Account. To make it different from the existing one, you can add some numbers or letters to it. 

6. In the Code field, enter a unique code or number upto 10 digits. It will associate  

7. In the Currency field, select the currency for the account. If you require to add a new currency that you want to use for your organization, click on the Add new currency link. You must remember, you can’t change the currency of a bank account once it’s been set up. 

8. Enter the sort code associated to your bank account in the Sort Code field. It’s usually formatted as three pairs , enter the sort code of  usually formatted as three pairs of numbers 

9. In the Account Number field, enter upto 20 digits.  

10. Click on the Save button. 

Add a Credit Card Account 

1. In the Account menu, select Bank Accounts. 

2. Click on the Add Bank Account dropdown button and select Credit Card Account option. 

3. Start typing in Your Bank field, it will show all existing bank accounts names in Clickentry. 

4. Select your bank account. 
   • If your bank is among the recognized banks then feeds will be available for your bank. 
   • If your bank is not recognized in Clickentry then you have to manually import the Bank Statements in Account.  

5. Enter a name in the Account Name field, it will help in identifying the account in Clickentry. This name will be used in reports and displayed on the dashboard. 

Make sure each bank or credit card account name must be unique. You can’t use the same name that is already used by an Account. To make it different from the existing one, you can add some numbers or letters to it. 

6. In the Code field, enter a unique code or number upto 10 digits. It will associate  

7. In the Currency field, select the currency for the account. If you require to add a new currency that you want to use for your organization, click on the Add new currency link. You must remember, you can’t change the currency of a bank account once it’s been set up. 

8. In the Credit Card Number field, enter the last four digits of your credit card. 

9. Click Save.