To manage the username and passwords of Accounts in Liscio, navigate to the Accounts page.
- Search for the specific Account and click on it to open the account information.
- Navigate to the Accounting tab at the top of the Accounts section.
- There are three different tabs here. Navigate to the Bank Accounts tab.
- The Bank Accounts tab displays a list of bank accounts.
- To add a new account, click Add a New Account on the far right and fill in the empty fields:
- Bank Name
- Routing #
- Account # (encrypted)
- Account Type
- Website
- Notes (e.g., 'Use this account to pay bills')
- Decide if this account is used for monthly ACH auto payments
- Click Save
- To edit a Bank Account, hover over the account and click the Pencil icon.
- To delete a Bank Account, hover over the account and click the Trashcan icon.
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