Managing Vendor Bank Accounts

Keep track of your company’s bank accounts worldwide in Marco to streamline hiring, payments, and company costs.

🔹 Coming Soon: Future versions will allow you to make payments and bill invoices directly through the Marco Platform.

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Adding a Bank Account

1. Go to Vendor Portal > Settings > Bank Account.

2. Select Add New.

3. The Add New Bank Info screen appears.

4. Select the Bank Country and Payment Method (Local or SWIFT).

5. Choose the business entity linked to the bank account.

6. Select Create Bank Account.

7. Enter the beneficiary details, address, and bank details.

8. Select Save Changes.

✅ The bank account has been added. You can select the account to view its details.

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Editing a Bank Account

🔹 Note: The Bank Country, Payment Method, and associated Business Entity cannot be changed. However, you can edit the beneficiary details, address, and bank details.

1. Go to Vendor Portal > Settings > Bank Account.

2. Under the bank account, select Edit.

3. The Edit Bank Info screen appears.

4. Update the relevant fields.

5. Select Save Changes.

✅ The bank account details have been updated.

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Deleting a Bank Account

⚠ Warning: Deleting a bank account is permanent. All deleted accounts can be viewed in Deleted Items.

1. Go to Vendor Portal > Settings > Bank Account.

2. Under the bank account, select the Delete icon.

3. A confirmation pop-up window appears.

4. Select OK to confirm.

✅ The bank account has been deleted.