Managely – How to select the default Bank Account

Managely gives users the ability to select the default Bank Account. 

To select the default Bank Account, follow the steps below: 

  1. Click the Setup tab at the top. 
  2. Click Preferences under the Company category. A screenshot of a computer 
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  3. Click the GL Account tab. 
  4. Select the correct Bank Account from the drop-down. A screenshot of a computer 
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  5. Click Save. 
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