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Firm administration

Set up bank accounts

The
Bank Accounts
 screen organizes your firm’s bank account information. Entering bank account records into Practice CS lets you associate batches of payments with the firm’s bank accounts. You can also use bank accounts to group information on reports.
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 selecting
Help
Enable Default Terminology
 (or by pressing CTRL+SHIFT+H).

Add a bank account

  1. Select
    Setup
    , then
    Bank Accounts
     to open the screen.
  2. Select
    Add
    .
  3. Enter an
    ID
     and a
    Description
     for the bank account. Both fields are required.
  4. Select
    Enter
     to save the bank account information.

Edit a bank account

  1. Select the bank account from the list, or enter the name or
    ID
     in
    Search
    .
  2. Select
    Edit
    .
  3. Make changes to the ID or description as needed.
  4. Select
    Enter
     to save your changes.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

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