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Enerpize ERP Connection With Bank Account

A bank account is a classic method for performing various business accounting activities, such as payroll, wire transfers, and customer payments. The regulations and policies for using bank accounts for business purposes vary considerably from one jurisdiction to another.

Handling bank account operations could only overwhelm many businesses if not integrated with a banking-ready solution like Enerpize.

This is where banking operations are best when integrated with Enerpize.

How Bank Account Works With Enerpize

Enerpize is a leading accounting software centered around optimum revenue and expense management. Integrating banking services with Enerpize helps companies and customers:

Edit bank account information.
Activate/deactivate integration at any time.
Perform transfers between accounts using multiple currency setups.
Search and filter “Bank Statement” according to criteria such as “Reference ID” and “Date.”
Search and filter “System Transactions” according to criteria such as “Reference ID” and “Date.”
Monitor bank account activity log.

This Enerpize-banking integration is a powerful enabler that streamlines banking services end-to-end for companies big and small.

How to Get Started

Once registered, you will be in. To get your bank connected, all you need to do is

Click on “Finance” from your main menu.
Click on"Treasuries and Bank Accounts".
Click "Add Bank Account" to create a new bank account in Enerpize, or select your desired bank and click "Edit."
Select your bank account from "Bank Account Name" and click "Connect" next to your account name.
A pop-up screen will appear, including details of a company (selected automatically) providing a bank account linking service with your Enerpize account. Click Continue.
A new pop-up screen will appear to confirm your agreement with all of that company’s privacy policies as your chosen service provider and an intermediary for your bank account linking service. Once you agree, click "Continue.”
Enter your phone number to register your account with that, or click "Continue as Guest.”
Type to search for, click, and select your bank name.
A pop-up screen will appear, asking for your consent to log in to your bank account via your default service provider. Once you give your consent, click "Login to Account.”
Enter your login credentials: "Account Name" and "Password" and click on “Login.”
Select any account you want to link, agree to share account information, and agree to T&Cs to complete your linking process.
Complete all necessary details to add or edit your bank account. Click "Save.”