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 This is a Key Topic, with high value for all users.

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If you need to Before adding a bank to a Company Address, you will first have to set it up in the Chart of Accounts and create a Bank Address.

To do so, follow these steps:

  1. Setup the Account Code for a bank in the Chart of Accounts.
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  2. Enter an Account Name and select the Category as "Bank".
  3. Now go to the Address Book in the Data Center, create a new Record.
  4. Fill out the Type, Short Name, Full Name, Address and save. 
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You can now add a new bank account for your company after setting up your Company Address form (Type W), follow these steps:

  1. To open the address, click its row in the Address Book List.
  2. On the Bank Links tab of the Company Contact form, click at the bottom of the grid to add a row and enter the new bank account information.
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  3. To enter additional information, on the line item menu , click Remittance Information.
  4. After 5500px00pxAfter you click  to save the form, the bank account is available for selection.