Skip to main content

What Details Are Required to Create a Bank Account in Sumung

For a manually added account, a few fields are required before Sumung lets you continue. Account Name - required, up to 45 characters.

Steps

  1. Account Name - required, up to 45 characters.
  2. Bank Name - required, chosen from a dropdown.
  3. Account Number - required.
  4. Account Type - required (Bank Account or Credit Card).
  5. Currency - defaults to USD.
  6. Opening Balance is optional, but if you enter one, the Opening Balance Date becomes required.

Related Articles

  • How to Add a New Bank Account in Sumung
  • How to Choose the Right Account Type in Sumung
  • How to Set Opening Balance for a Bank Account in Sumung

Was this article helpful?

Your feedback helps us improve our documentation.