Financial - Banking


Adding Bank Account Information

Step     Action

  1.      Select {Settings} and then select {Financial} under Accounting.

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  2.      Complete fields under Banking.

Field
Description
Bank Account Number Enter Bank Account Number.
Fiscal Year End
Select a month for the Fiscal Year End from the drop-down menu.



  3.      Select {Save}. A results window will pop up to indicate the banking 

           information has been saved.

 

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  4.      Select X to close pop up results window.

 

 

Editing or Deleting Bank Account Information

Step     Action

  1.      Select {Settings} and then select {Financial} under Accounting.

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  2.      Make required changes.

  3.      Select {Save}. A results window will pop-up to indicate the banking information has been saved.

 

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  4.      Select X to close pop-up results window.