In Kladana, you can create multiple account numbers for your company and counterparties. Additional account numbers are not limited to bank accounts — you can also use them to record payments made by card or through other payment systems.
Company Account Numbers
You can add your company's account numbers in the company card.
- In the Kladana workspace, click on the user menu and select Settings → My Companies and Tax Settings.
- Select a company from the list to open its card.
- In the Account Number section, enter the account details.
- Click +Account number to add as many account numbers as needed.
- Change the Bank account currency if necessary. By default, the accounting currency is assigned to all account numbers. You can change the currency only before the account number is saved. Once saved, the currency cannot be changed.
- If you have multiple account numbers, mark one of them as the primary account using Use as Primary button. It will be used by default in all documents. You can change the account number directly in a document if needed.
- Click Save.
Working with Account Numbers
After they are saved, additional account numbers become available in all newly created transactions. For example, when creating a Sales Invoice, you can select your company's account number.