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Bank accounts

From Bank Accounts, you can register, view, and edit bank account details in MIDLA.

Navigation path:

Invoicing → Settings → Bank Accounts

How to create a bank account​

1. Open Bank Accounts​

From the Invoicing module, go to Settings and select Bank Accounts.

The list of registered accounts appears.

Bank account list in MIDLA

The list displays:

  • Account Number
  • Bank
  • Account Holder

Use the Search field to find a record. You can also view the All and Archived tabs and use the Group by option to organize the list.

2. Select New Bank Account​

In the upper-right corner, click New Bank Account.

The Create Bank Accounts form opens.

Form for creating a bank account

3. Complete the details​

Complete the following fields:

  • Account Number: enter the bank account number.
  • Bank: select the appropriate bank.
  • Account Holder: select the appropriate account holder.

Fields marked with an asterisk (*) are required.

4. Save the bank account​

Once you have completed the details, select one of the following options:

  • Create: saves the bank account.
  • Create and create another: saves the account and allows you to register a new one.
  • Cancel: cancels the creation.

Manage registered accounts​

Each account in the list includes the following actions:

  • Edit: allows you to modify its details.
  • Delete: allows you to delete the record.

Result​

The bank account is registered in MIDLA with its account number, bank, and account holder.

You can view it under Invoicing → Settings → Bank Accounts.