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  • Branch uses the list from Bank definition
  • Account number is the number from the bank for this account
  • Account name is the name of the account at the bank
  • GL account is the related GL account. 
    • Note that the GL account must have a Fixed Currency set to appear in the Bank Reconciliation screen.
    Blank field - GL Account name
    • Each bank account is linked to a GL account
  • Default checkbox is the default bank account to be used in forms - eg on the Invoice to instruct customers which bank to pay into
    • You can set the default bank account to use on Debtors
    • You can set the default bank account to use on Creditors 
  • ABA Client ID
  • Creditor is the default Creditor to use on the bank fee journal from Host Company. The fields to the right of this button are:
    • Search Code - enter the search code of the Creditor, if known, and tab to select that creditor or enter part of the name or search code of the Creditor and Shift+F3 to list matching creditors.
    • Creditor Name, when a creditor has been selected
    • Creditor Location (suburb, state, postcode and country), when a creditor has been selected.

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