Cashbook Accounts

How to create a bank account

1. Click on the create an account button.
   
2. Enter the account code
   
3. Enter the account name
   
4. Choose the date from when the account is active
   
5. You can add a sub-account if you want to but it's not compulsory
   
6. Add a description if you want to, but it's not compulsory
   
7. Enter the bank account number
   
8. Choose how payments from the account can be made by selecting the relevant options on the left and moving them over to the right
   
9. Choose how payments can be received in this account by selecting the relevant options on the left and moving them over to the right
   
10. Capture the banking details, although it's not compulsory
    
11. 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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