Banks Accounts viewer is available under the Banking tab


A bank account represents a bank account of the company with Balance in a certain Currency.


Adding a Bank Account

1. Click the New button on the tool bar.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the record.


 

Editing a Bank Account

1. Select a bank in the viewer and click the Edit button on the tool bar. The Bank Account Editor opens.

2. Modify the account details and click the Save and Close button to update the modifications.


 

Deleting a Bank Account

1. Select a bank account in the viewer and click the Delete button on the tool bar.

2. Click the Yes button to confirm. The selected bank account is deleted.

       

Activity logs warning icon Deleting a bank account removes all the records linked to that bank account.