To create a Disbursal Accounts, follow the below steps:
- Under the 'Payouts' section on the left main menu, select 'Accounts & Passbook'.
- Click the 'Create New Disbursal Account' button.
- Enter the 'Account Name' and the 'Purpose' for account creation.
- Click 'Create Account' button.
💡 TIP
- Disbursal account once created cannot be deleted. However it can always be edited.
- Sub-users can be allocated to disbursal accounts to ease out management of sub accounts.
- Use 'Manage Users & Roles' for both the above functionalities.