---
title: "Bank Accounts"
slug: "bank-accounts"
updated: 2023-05-31T21:21:50Z
published: 2023-05-31T21:21:50Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bank Accounts

This screen allows you to manage the bank account list which enables you to restrict the list of available accounts to a specific group when you are working in clusters. You can also add/edit/delete bank accounts. (Xero ones can't be deleted). These functions are accessed from the new Bank Accounts tab under **Finance | Transaction processing**. Generally you only need to access these if you are not using Xero unless you want to restrict a Xero bank account to a particular group.

## Adding bank accounts

This screen allows you to add a bank account and also restrict the list of available accounts to a specific group when you are working in clusters. Generally you only need to add a bank account if you are not using Xero unless you want to edit and restrict a Xero bank account to a particular group. You can also [edit](https://help.infoodle.com/docs/bank-accounts#editing-bank-accounts) or [delete](https://help.infoodle.com/docs/bank-accounts#deleting-a-bank-account) bank accounts (Xero ones can't be deleted).

Let's see how easy it is to add a bank account.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28224%29.png)

1. Click **Finance** on the Navigation Menu.
2. On the Transaction Processing screen, click **Banking** and then Bank accounts.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28225%29.png)

1. Add an **Account** name. This must be unique in this site.
2. Enter the bank account number in the **Coding** field.
3. Enter the **Currency** relevant for this bank account.
4. Enter a **Description**, **Name** and **Type** if necessary.
5. Select a group that you wish to limit this bank account to.
6. Click **Save**.

          Note

          

The fields with a * are required fields and the fields with a ^ are free format fields for you to use only if necessary to describe your bank accounts further.

## Editing bank accounts

Generally you only need to access and edit these bank accounts if you are not using Xero unless you want to restrict a Xero bank account to a particular group.

1. Click Finance on the Navigation Menu.
2. On the Transaction Processing screen, click Banking and then Bank accounts.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28226%29.png)

1. Alongside the bank account that you wish to edit click **Edit**.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28227%29.png)

1. Edit the relevant fields.
2. Select the group that you wish to limit this bank account to if necessary.
3. Click **Save**.

## Deleting a bank account

1. [Find](https://help.infoodle.com/help/finance/transactions/bank-accounts/editing-bank-accounts) the Bank account that you wish to delete.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28228%29.png)

1. Click **Delete**.

          Note

          

Xero bank accounts can be edited but not deleted.