Bank account configuration in the PowerHub system
The Configuration / Bank accounts tab is used to manage bank account numbers that can be assigned to users or used in system transactions. Here you can add new accounts, edit existing ones, and indicate the default account.
Available features
At the top of the tab there are three buttons:
- Add bank account – allows you to add a new account number.
- Edit bank account – allows you to modify the details of the selected account.
- Delete bank account – enables permanent removal of the selected account from the system.
List of bank accounts
The table displays all added bank accounts. Each entry contains the following information:
- Account number – the full bank account number in IBAN format.
- Bank name – the name of the financial institution to which the account belongs.
- Created by – the e-mail address of the user who added the account.
- Default – marks the account as default (it may be used as the default account for settlements or assigned to users).
Adding and editing an account
After clicking the Add or Edit button, a form appears with two required fields:
- Account number – the full account number must be provided (e.g. in IBAN format).
- Bank name – the name of the bank must be entered.
After entering the data, click Save to confirm the information provided. The Cancel button allows you to exit the form without saving changes.
Notes
- Multiple bank accounts can be stored in the system, but only one of them can have the status of default.
- Accounts added by a user are visible to all system administrators.
- Assigning an account to a user is done in the Users tab, in the “Default bank” column.