Please note, that since 9.8.2023 there has been a change about editing the bank account in Solo. In the future the bank account can only be updated from the accountant’s Procountor user interface side. After the change, it is possible to have only one account number on your sales invoice.
The account number in the Solo (the account number shown on the invoice) must be the same as the account number entered in the accountant’s Procountor user interface (the account number of the account statement) for the accounting automation to work.
If you have a different bank account entered in the Solo than in the accountant’s Procountor user interface, you will receive a notification about this at the top bar of the Solo. Through the notification, you can check which account number will be updated instead of the current one and you can accept the change.
If you have the same bank account as in the accounting software, this does require any changes from you.
You can add only one bank account for making payments in Procountor Solo. The account must be a company account so that you can activate the bank connection to it (the retrieval of account transactions and payment, read more about bank connection authorizations here). As a rule, private bank accounts cannot be used in Solo, but this also depends on your bank.
You can check your company’s bank account by following these steps:
- Go to Settings
- Select My company
- Below the title Bank account on invoice
Adding a bank account
- If you need to update your bank account or add a new one, please contact your accountant. Your accountant can modify your bank account information to their Procountor user interface in order to activate the bank connection in Solo. The accountant’s instructions can be accessed here.
- When the bank account has been updated by your accountant, you will receive a notification about this in Solo. The notification says, that the bank account on your invoice has changed. Click the notification to review changes and update your bank account information.
- It will take you to the My company -view in Solo, where you can review and confirm changes.
If you have any questions, please contact our customer service by using the contact form or calling 020 7879 840. Our customer service is open from Monday to Thursday at 8.30 a.m.–4.00 p.m. and on Fridays at 8.30 a.m.–2.00 p.m. (we handle contacts until 4.00 p.m.).