Create bank accounts

This part of the guide explains how to create a bank account.

Step 1- Go to the page List of Bank Accounts

1. Go to the Administration module;
2. Choose the Base Tables option;

3. Select the Payment/Transaction option;
4. Click the Bank Accounts menu. This action opens the List of Bank Accounts page (509:15370);

Step 2 - Create a bank account

5. Click the Create button. This action opens the Bank Account popup window;
6. Fill out the required fields (identified with a red star *). For example, Bank account, Bank branch, etc.;
7. Click the Save button. This action confirms the creation of the bank account, assigns a bank account number and updates the List of Bank Accounts page (509:15370).