Setup firm administration

Bank accounts setup overview

The Bank Accounts setup screen organizes your firm’s bank account information. Entering bank account records into Digita Practice Advanced 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.
note
The Bank Accounts screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by choosing Help > Enable Default Terminology (or by pressing CTRL+SHIFT+H).

Adding a bank account

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

Editing a bank account

  1. Click 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. Click the Edit button.
  3. Make changes to the ID or description as needed.
  4. Click the Enter button to save your changes.

This article applies to:

  • Product: Digita Practice Advanced