Add and Edit Bank Accounts: Difference between revisions
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== Add and Edit Bank Accounts == | |||
# If you operate a bank account for receiving and sending money, you need to add it to the system so that it can automatically record the bank transaction when a related transacion take place. | |||
# To add a bank account, you must have a GL account code reserves for this new bank account. If there is no account code created for this bank account, then create one (Navigate to Finance Mgt, Maintenance, GL Chart of Account to create one. It has to be group together with other bank account GL codes). | |||
# Navigate to Finance Mgt, Maintenance, Add and Edit Bank Account. | |||
# Fill in the form accordingly. Remember to select the Account code assigned for this bank account. | |||
[[File:Add bank acc.png|none|thumb|800x800px]] | |||
Latest revision as of 18:32, 4 August 2025
Add and Edit Bank Accounts
- If you operate a bank account for receiving and sending money, you need to add it to the system so that it can automatically record the bank transaction when a related transacion take place.
- To add a bank account, you must have a GL account code reserves for this new bank account. If there is no account code created for this bank account, then create one (Navigate to Finance Mgt, Maintenance, GL Chart of Account to create one. It has to be group together with other bank account GL codes).
- Navigate to Finance Mgt, Maintenance, Add and Edit Bank Account.
- Fill in the form accordingly. Remember to select the Account code assigned for this bank account.
