Steps to link RHB Reflex account with Financio:
- Go to Control Panel, navigate Accounting and click on Balance Sheet Accounts.
- Click at the drop-down of Bank / Cash Equivalents.
- At bank account #1(MYR), click on View.
- Proceed to rename the account on the pop-up screen.
- Change the Name of the bank account to RHB Reflex, then click on Save.
- Click on the Profile icon at the top right corner of the screen and select My Profile.
- Scroll down to view the CONNECTED BANKING PROFILES.
- From the Linked Account drop-down list, select the bank account which has been renamed. Click Save.
And, you are done!
Alternative, you may watch this video for guidance.
Need more Financio setup guidance? Click here for self-help.