Go to Accounts, request a business bank account and continue in Bank documents. Only an account admin can complete it.
Complete the requested details and documents
Enter every required business detail shown in the application.
Upload a valid document wherever a required document slot is empty.
If an expired licence or bank statement was not carried across, upload a valid replacement. A document expiring today remains valid.
Add supplier and customer details
Complete each applicable supplier and customer row shown. Only rows you fill are included in your application.
Correct rejected items
Correct any field marked as rejected. Replace rejected documents and upload failed files again. Complete the application after every required detail is saved and each required document is accepted.