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Manage your Bank Accounts

Manage your Bank Accounts

A bank account is a financial account maintained by a bank or other financial institution in which the financial transactions between the bank and a customer are recorded. G7BILL gives you the provision for adding details of your bank accounts which you normally use for your daily transactions.

What is a bank account used for

  1. To easily deposit funds
  2. To easily withdraw funds
  3. To easily manage personal finances.
  4. To secure funds
What does a bank account contain

A bank account may contain the following information:
  • The account number, account name, bank name
  • Type of the bank account
  • & so much more ...
How to Locate Bank Accounts

From your administrative dashboard, on the left main menu navigate to Bank Accounts under Accounts as shown in the below screenshot



What can be done on the bank accounts page

Searching for bank accounts

To search for a bank account, expand Report Statistics & Controls Tab by clicking the plus sign on the tab. You then have to select the criteria you would like to use to search for such as account number, account name, account type among others by choosing it from the drop down where the left arrow is pointing. Enter the search query in the space where the right arrow is pointing and click on the search button.



Viewing a report about bank accounts

You can be able to view more details about bank accounts by clicking on the plus button next to the bank account whose details you are interested in. This will help you know the currency of the bank account, bank branch, account type, date among other details.