Introduction
This guide explains how to add or update bank account details in TRAEDE. You’ll also learn how to assign specific bank accounts to countries or individual customers so the correct account appears on invoices and other documents.
This is useful for finance teams managing payments across multiple countries or accounts.
Step 1: Access bank account settings
From the TRAEDE home screen, go to Settings → Bank accounts.
You’ll see a list of currently configured bank accounts.
Step 2: Add a new bank account
Click New to create a new bank account.
Fill out the required bank account information.
Click Submit.
The new bank account will now appear in your list.
Step 3: Edit an existing bank account
In the list of bank accounts, find the one you wish to edit.
Click Edit, make your changes, and click Submit.
Step 4: Assign a bank account to a specific country
Go to Settings → Countries.
Select a country (e.g., Norway) and click Edit.
Choose the bank account you want to assign to that country.
Click Save.
When customers from that country receive documents (e.g., invoices), this bank account will be shown.
Step 5: Assign a bank account to a specific customer
Go to Customer → Customer list.
Search and select the customer.
Go to the Master data tab.
Under Bank account, uncheck Use country default.
Select a specific bank account for this customer.
Click Save master data.
This overrides the country setting and uses this bank account specifically for that customer.
Step 6: Bank account info on documents
The footer on invoices and other documents will automatically update to reflect the selected bank account (based on country or customer settings).
You don’t need to manually adjust the document footer as long as you use the standard template.