Bank accounts are used when issuing invoices, adding customer receipts and entering Trust (Client Account) transactions. By default, a bank account must be created before using these transaction types.
If you encounter a message of the following when attempting to create a new transaction:
"Bank account can't be blank".
This indicates that you need to create a new bank account before proceeding.
The following are the required steps:
Create A Bank Account
Step 1: Select from one of the following menu items:
Setup > Invoices > Bank accounts
Setup > Trust > Bank accounts
Step 2: Create New Bank Account
Create a new Bank account by clicking on New bank account
Step 4: Enter Bank Account Details
Enter in the following information to create a new Bank account:
The name of the banking institution
The currency of the bank account
Code field required for certain countries
|Add any additional remittance information to be displayed on an invoice. |
Display only remittance text
Set to True if you wish to display only the text shown in the Remittance text field on the invoice
Step 4: Submit
Click the Submit button located in the bottom right hand corner of the form.
The Bank accounts page will then be displayed on screen.