Setup firm administration

Setting up bank accounts

To enter a new bank account record, follow these steps.
  1. Choose Setup > Bank Accounts.
  2. In the
    Bank Accounts
     setup screen, select the
    Add
     button.
  3. Enter identifying information for the bank account in the
    ID
     and
    Description
     fields. The description might be a phrase like "Checking at Acme Bank."
  4. Select
    Enter
     to save your changes.
note
  • Depending on your security profile, the ability to add, edit, and delete bank account information may not be available.
  • You can also add bank accounts on the fly by right-clicking in a bank account-related field on another screen and choose
    Add Bank Account
     from the shortcut menu. An example of such a field is the
    Bank Account
     field in Receipt & Adjustment Entry.

This article applies to:

  • Product: DT Practice