In Shine, you can have different bank accounts. Follow this guide to know how to use them.
Create a Bank Account
First of all, you need to start by creating a new ledger account for the new Bank.
Go to Settings > Accounting
Click on Edit chart of accounts > Create account
Select account type Liquid assets
Give it a logical name (e.g. Shine Bank if it is an account with Shine Bank)
Give it an account number
Mark that it is a Bank Account, and that you allow payments on the account
You can then choose to enter bank information for the bank account at the bottom of the page
Click on Save Account
Handling old bank accounts
If you continue to have your old bank account, you should not do anything with this one.
But, if you will no longer use your old bank account, you should close the account so that you do not accidentally post to it. To do so, follow these steps:
Go to Settings > Accounting
Click on Edit chart of accounts
Find the old bank account
Press on Correct
Uncheck Bank Account and Allow Payments
Save the Account
Correct a payment method on an invoice
If you want to receive a payment on your sales invoices from the new bank account, you must create a payment method for this so that your customers know where to pay the invoice amount.
Go to > Invoicing > Payment
Type in the payment details
From here you must remove the payment method from being set as default.
Next, you need to create the new bank's payment method:
Click on Create payment method
Select Bank transfer
Type in the details for the bank and click on Save
Your new account number will then appear on new invoices and payments on bills and invoices will be processed via the newly created account.