Learn

Sign into your products Sign in to manage account

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

Select Setup
, then Bank Accounts
to open the screen.

Select Add
.

Enter an ID
and a Description
for the bank account. Both fields are required.

Select Enter
to save the bank account information.

Edit a bank account

Select the bank account from the list, or enter the name or ID
in Search
.

Select Edit
.

Make changes to the ID or description as needed.

Select Enter
to save your changes.

This article applies to:

Product: Practice CS
Subject: Setup

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Success stories

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Highlights

Help

Learn

Set up bank accounts

Add a bank account

Edit a bank account

This article applies to: