Banks: Overview

Sage 300 ERP

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:




Check Stocks




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

Click here for hints on using forms.

See also

Adding distribution codes

Deleting a bank account