Manage your company’s bank accounts

Users with Company Administrator user rights can: on the My Organization page.

Add a bank account

  1. On the top-right corner, click [Your Username] > My Organization.
    The My Organization page opens.
  2. Click Edit.
    The edit view opens.
  3. Under Banking Details, click Add Bank Account.
    Basware Portal creates blank Account Number, SWIFT/BIC, IBAN, and Name fields for the new bank account.
  4. Enter the details of the new bank account in the blank fields.
    You must fill in at least one of the following fields:
    • Account Number
    • SWIFT/BIC
    • IBAN
  5. Click Save Changes to save the new bank account, or click Cancel to cancel the operation.

Edit a bank account

  1. On the top-right corner, click [Your Username] > My Organization.
    The My Organization page opens.
  2. Click Edit.
    The edit view opens.
  3. Click the bank account field(s) that you want to change, and edit the contents of the field.
  4. Click Save Changes to save the changes you made, or click Cancel to discard them.

Remove a bank account

  1. On the top-right corner, click [Your Username] > My Organization.
    The My Organization page opens.
  2. Click Edit.
    The edit view opens.
  3. Click above the bank account that you want to remove.
    The Remove Bank Account confirmation window opens.
  4. Click Yes to delete the bank account.
  5. Click Save Changes to save the changes, or click Cancel to cancel the operation.

Set a bank account as your favorite

If you have multiple bank accounts, you can set one of the bank accounts as your favorite. When you create a new document, your favorite bank account will be added to it by default.
  1. On the top-right corner, click [Your Username] > My Organization.
    The My Organization page opens.
  2. Click Edit.
    The edit view opens.
  3. Click above the bank account that you want to set as your favorite.
    The favorite icon ( is shown above the bank account.
  4. Click Save Changes to save the changes, or click Cancel to cancel the operation.