Give Bank account admin permission to a user

Only users with the Bank account admin permission can add and edit customer or supplier bank account details. Users with the Standard, Adviser, Invoice Only (Purchases or Approve and pay options), or Cashbook Client role can be given this permission.

  1. In the Settings menu, select General Settings.
  2. Click Users.
  3. Click on the user whose access you want to change.
  4. Go to Business and accounting, and select the Bank account admin checkbox.
  5. Click Save.
Users with this permission receive a notification when changes are made to bank account details:
  • On a supplier's contact record
  • In a batch payment

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