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This is a
Key Topic, with high value for all users.
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To add a bank to a W Type Company Address, do the following:
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Set Up the Bank in the Chart of AccountsTo set up a bank in the Chart of Accounts, follow these steps: On the Chart of Accounts form, do the following: Set up the
account account Code
for for the bank. Enter
an an Account Name. Select
the Category as the Category as Bank. Save the form.
Create an Address record for the bank: Enter
the the Type (N), Short Name, Full Name,
and and Address. Save the form.
Add the Bank Account to a Company AddressTo add a new bank account for your company after setting up your Company Address form (Type W), follow these steps: In the Data Center Image Modified, click Address. On the Address form, click Image Modified. In the Type field of the Retrieve by Name form, enter W.
Image ModifiedClick Image Modified. Select the company and click OK. 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.
Image Added Image Removed To enter additional information, right-click the line and then click Remittance Information. Save the form. The bank account is available for selection.
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