Adding you business bank accounts in Afirmo allows the app to use the details in other modules e.g. Use the Invoices module to send invoices to your customers. We can automatically add the bank account you want the payments made to if you have already added the bank account details.
You can also use the Money and Tax tool to the fullest and connect your bank account via Akahu to bring in your bank transactions for matching against your customer invoices, expenses and assets.
To add your bank account number to be shown on your customer invoices
On the main menu, click My Business and then select Business Profile
Scroll down to the Bank accounts tile and click ADD
Click on the or Add manually
Complete all the Required fields with your bank account details and click ADD NOW
You can add additional bank accounts by clicking ADD NEW BANK ACCOUNT or you can close the screen by clicking on the X in the top right corner
NB If you have made a mistake, you can click EDIT to fix and update
The Profile will show all bank accounts you have added
To connect your bank account via Akahu and import your bank transactions into the Money tool
On the main header menu, click Money
Click on CONNECT YOUR BANK ACCOUNTS
Select which Bank you have your bank account with
Follow the instructions to connect your bank account with Akahu to begin receiving transactions into the Money tool to help calculate your income tax and GST
You will be asked to verify your login details
You will go through screens to select your bank and bank accounts and confirm how much data you want in your first download (1 month, 3 months etc.)
