1. Add Bank account
If you want to another bank account of an existing bank, follow the next steps:
- Open the Bank window
- Type in the name of the bank in the filter
- Select national, foreign or both from the National combo box
- Click on the Search icon (Magnifier glass)
- Click on the relevant record
After opening the Details window click the Add icon.
*Fill in the information of the bank account, configure the ledger account Bank asset or Foreign Bank and Save the information.
Select YES to continue to phase 3.
Finish the configuration according to phase 3 instructions of Bank accounts management/Before starting in Bank/Start registration of a bank/Fase 3 by clicking here
After finishing the aforementioned steps
You'll be able to use your new bank account.
Congratulations!
2. Add another document
If you want to add another document to any type of account follow the next steps:
- Open the Bank window
- In the filter type in the name of the bank, select National/Foreign or Both in the National combo box
- Click on the Search icon
- Click on the relevant record
In the details section open the inline menu on the account record and select Bank Document.
After opening the window click the ADD button.
Fill in the mandatory fields and Save the information.
Finish the accounting configuration according to phase 4 instructions of Management of bank accounts/Before starting bank/Registration of a bank/Phase 4 by clicking here
After finishing the aforementioned steps
You'll be able to use your new document of the bank account.
