How to set up Cashbook Accounts
How to create a bank account
- Click on the create an account button.
- Enter the account code
- Enter the account name
- Choose the date from when the account is active
- You can add a sub-account if you want to but it's not compulsory
- Add a description if you want to, but it's not compulsory
- Enter the bank account number
- Choose how payments from the account can be made by selecting the relevant options on the left and moving them over to the right
- Choose how payments can be received in this account by selecting the relevant options on the left and moving them over to the right
- Capture the banking details, although it's not compulsory
- Click on the "add" button
You can have a second bank account printed on your statement if you add a tick to the question "Print banking details on account statements"
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