Banks: Overview

Sage ERP Accpac Bank Services 6.0

Banks: Overview

Use the Banks form to:

  • Add a new record for each physical bank account (that is, for each bank account on your chart of accounts).

  • Edit information for existing bank accounts. (You can change any fields except the bank code, the multicurrency option, and the statement currency.)

  • View the approximate bank balance during the month—click the Balance tab.

  • Delete the record for a bank you no longer use.

To add a bank

To see information about a tab on the Banks form, click one of these links:

 

Profile

Account

Address

Check Stocks

Currency

Taxes

Balance

 

For help with fields, click the Field List button at the top of this topic.

Click here for hints on using forms.

See also