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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:
Setup the Account Code for a bank in the Chart of Accounts.
- Enter an Account Name and select the Category as "Bank".
- Now go to the Address Book in the Data Center, create a new Record.
- Fill out the Type, Short Name, Full Name, Address and save.
You can now 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 Company Contact form, click at the bottom of the grid to add a row and enter the new bank account information.
- To enter additional information, on the line item menu , click Remittance Information.
- 5500px00pxAfter you click to save the form, the bank account is available for selection.