The Bank Management section allows you to link your bank account for ease of accounting! A simple solution for streamlining your day with fewer clicks and open tabs! Here's where to find this amazing feature!
1) From your Company Dashboard, click on EXPENSES in the black sidebar to the left of the screen, then select BANK MANAGEMENT.
2) A screen similar to the one below will open. Just click on the bright blue button and follow the prompts to LINK YOUR BANK ACCOUNT.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!