Error rendering macro 'excerpt-include' : No link could be created for 'Veson IMOS Platform Documentation'.
This is a Key Topic, with high value for all users.
To add a bank to a W Type Company Address, do the following:
Set Up the Bank in the Chart of Accounts
To set up a bank in the Chart of Accounts, follow these steps:
Set up the account Code for a bank in the Chart of Accounts.
- Enter an Account Name.
- Select the Category as Bank.
- In the Data Center Address Book, create a new record.
- Enter the Type (N), Short Name, Full Name, and Address.
- Click Save.
Add the Bank Account to a Company Address
To add a new bank account for your company after setting up your Company Address form (Type W), follow these steps:
- To open the Address, click its row in the Address Book list.
- On the Bank Links tab of the Address form, click Add New Row and enter the new bank account information.
- To enter additional information, right-click the line and then click Remittance Information.
- Save the form. The bank account is available for selection.