Saving a vendor's bank details

You can store a vendor's bank details on their record so they are ready when you need them.

How to add a vendor bank account:
1. Go to Accounting → Payables → Vendors.
2. Open the vendor record.
3. In the "ACH Bank Account" section, click "+ Add bank account".
4. Enter the routing number (9 digits), account number, account holder name, and account type (company or individual).
5. Click "Save bank account".

The details are stored securely and linked to the vendor record. You can remove them at any time with "Remove" in the same section.

What these details do today:
The Vendors tab says it plainly: ACH bill payment is not switched on yet. Bank details saved here are stored against the vendor and will be used the moment it is. Turtini never holds your funds, so the payment rail has to debit your org's own connected bank account directly — that is still being built. For now, pay the vendor from your bank and record it with Mark Paid on the bill. See "Paying a bill — what is available today".

Saved bank details are not busywork in the meantime. They are part of what a bill approval is bound to: if a vendor's bank account changes after a bill was approved, every prior approval on that bill is void and it has to be approved again. See "Approving a bill".

Notes:
• Only one bank account can be stored per vendor at a time.
• Adding or removing vendor bank details is limited to org admins and owners.