Setup firm administration
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This article applies to:

  • Product: DT Practice

Bank accounts setup overview

The Bank Accounts setup screen organizes your firm’s bank account information. Entering bank account records into DT Practice enables you to associate batches of payments with the firm’s bank accounts. You can also use bank accounts to group information on reports.
To open the
Bank Accounts
 setup screen, choose Setup > Bank Accounts.

Adding a bank account

  1. In the
    Bank Accounts
     screen, select the
    Add
     button.
  2. Enter an
    ID
     and a
    Description
     for the bank account. Both fields are required.
  3. Select the
    Enter
     button to save the bank account information.

Editing a bank account

  1. Select the bank account name in the selection list.
    tip
    Enter the name or ID of the bank account in the
    Search
     field to go directly to that item in the selection list. The application will autofill the
    Search
     field as you type.
  2. Select the
    Edit
     button.
  3. Make changes to the ID or description as needed.
  4. Select the
    Enter
     button to save your changes.