Before you can import transactions or reconcile payments, you’ll first need to create a bank account inside Enlivy.
A bank account stores your account details (such as IBAN, currency, and bank information) and can later be connected to Open Banking providers like Revolut, Wise, ING, Raiffeisen, Stripe, and many others.
This guide explains how to manually add a bank account to your organization.
Open the Bank Accounts settings
From the Enlivy dashboard, navigate to Settings → Accounting → Bank Accounts.
This page displays all bank accounts configured for your organization.
To add a new bank account, click + Add Bank Account in the upper-right corner.
Choose “Add Bank Account”
After clicking + Add Bank Account, a dropdown menu will appear with several options:
- Add Bank Account
- Provision Bank Account from Stripe
- Link Bank Account Data
- Show Bank Account Data Status
Select Add Bank Account.
Complete the bank account information
A popup window will appear where you can configure your bank account.
Information
- Name
- The internal name of the bank account inside Enlivy. Choose a descriptive name that helps identify the account — for example Primary Account.
- Bank Country
- Select the country where the bank account is registered.
- Type
- Choose the type of bank account. Most organizations will use Standard.
- Has QR Payment Code
- Enable this option if your bank account supports QR payment codes that should appear on invoices or payment documents.
Bank Details
- Bank Name
- Enter the name of your financial institution — for example Raiffeisen.
- Bank Address
- Enter the bank's address — for example Main Street 232C, Cluj-Napoca, Romania.
Account Details
- Currency
- Choose the primary currency of the bank account, such as RON, EUR, USD, or GBP.
- Balance
- Displays the current account balance. When creating a new account, this normally starts at 0.00.
- BIC / SWIFT Code
- Enter your bank's BIC, also known as the SWIFT code — for example RZBRROBU.
- IBAN
- Enter the IBAN associated with this bank account — for example RO20RZBR0000060012121277.
Example
In this example, we create a Romanian bank account named Primary Account, registered in Romania with the Standard type, at Raiffeisen (Main Street 232C, Cluj-Napoca, Romania), in RON, with the BIC RZBRROBU and the IBAN RO20RZBR0000060012121277.
After reviewing the information, click Add Bank Account.
Bank account created
Your new bank account is now available on the Bank Accounts dashboard.
From here you can:
- Edit the bank account details
- Connect it to Open Banking providers using Link Bank Account Data
- View synchronization status
- Use it for invoices, receipts, bank transactions, and payment reconciliation
The bank account is now ready to be connected to your financial institution if you wish to automatically synchronize transactions.