Bank Accounts

You can add company bank accounts to eRocks and edit or remove them.

Open the Accounts page and click Bank Accounts:

Your company's eRocks bank accounts display:

Add a Bank Account

Click Bank Accounts and click Create:

The account Create dialog displays.

Note: eRocks does not auto check account and routing numbers. Ensure these numbers are correct when editing.

Enter information for all required (*) fields. You can edit account information later if necessary. When you are done, click Save:

The bank account is added.

Click Bank Accounts and locate the account.

To remove the account, click Remove. To edit the account, click Edit:

The account's Edit dialog displays.

Note: eRocks does not auto check account and routing numbers. Ensure these numbers are correct when editing.

Edit as necessary and click Save:

The bank account information is updated.

Bank Accounts can also be added when choosing a Payment Method in the Pay Invoices page: