[RHB] Link RHB Account(s) with Financio Account(s)

Steps to link RHB Reflex account with Financio:

1. Go to Control Panel, navigate to Accounting and click on Balance Sheet Accounts.
2. Click at the drop down on Bank / Cash Equivalents.
3. At the bank account #1(MYR), click on View.
4. Proceed to rename the account on the pop up screen.
5. Change the Name of the bank account to RHB Reflex then click on Save.
6. Click on the icon at the top right corner of the screen and navigate to My Profile.
7. Scroll down to view the Connected Banking Profiles.
8. From the Linked Account drop-down list, select the bank account which has renamed. Click Save.

And, you are done!

Alternative, you may watch this video for guidance here

Need more Financio setup guidance? Click here for self-help.