Changes for page System Bank Accounts

Last modified by Megan Kahl on 2022/05/31 09:33

<
From version < 10.1 >
edited by Megan Kahl
on 2022/05/31 09:28
To version < 19.3
edited by Megan Kahl
on 2022/05/31 09:33
Change comment: There is no comment for this version

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12 12  [[image:System Bank Accounts_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 14  {{info}}
15 -(% style="text-align: center;" %)
15 +(% style="break-before: page; text-align: center;" %)
16 16  (% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
17 17  
18 18  
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21 21  
22 22  {{/info}}
23 23  
24 -(% style="text-align: center;" %)
24 +
25 +(% style="break-before: page; text-align: center;" %)
25 25  == (% style="color:#2980b9" %)**System Bank Accounts**(%%) ==
26 26  
27 27  
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31 31  
32 32  Go to the Administration Menu at the top of the screen. Select Financial Settings and then System Bank Accounts.
33 33  
34 -[[image:System Bank Accounts_html_b12fff31ea4c1f56.png||height="113" width="177"]]
35 +(% style="text-align:center" %)
36 +[[image:1653989371920-326.png||height="235" width="347"]]
35 35  
36 36  
37 37  Select the type of creditor account you want to view.
38 38  
39 -[[image:System Bank Accounts_html_9e6e30a60172b4c7.png||height="120" width="505"]]
41 +(% style="text-align:center" %)
42 +[[image:1653989390546-927.png]]
40 40  
41 41  
42 42  The screen that opens will reflect all currently loaded creditor accounts, for that type, on the system.
43 43  
44 -[[image:System Bank Accounts_html_7fce15d3f66cc935.png||height="147" width="630"]]
47 +(% style="text-align:center" %)
48 +[[image:1653989410187-656.png]]
45 45  
46 46  
47 47  Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
48 48  
49 -[[image:System Bank Accounts_html_4546ab303b68b910.png||height="62" width="441"]]
53 +(% style="text-align:center" %)
54 +[[image:1653989429077-556.png]]
50 50  
51 51  
52 52  When searching make sure to search for full names (or part thereof) AND abbreviations. e.g., PWC OR Price Waterhouse Coopers.
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53 53  
54 54  
55 55  
56 -(% style="text-align: center;" %)
61 +(% style="break-before: page; text-align: center;" %)
57 57  == (% style="color:#2980b9" %)**Adding a New Creditor Bank Account**(%%) ==
58 58  
59 59  
60 -Double click on “Click here to add a new row” to add the new record.
65 +Double click on(% style="color:#2980b9" %) “Click here to add a new row”(%%) to add the new record.
61 61  
62 -[[image:System Bank Accounts_html_14bfaa6621fb2acf.png||height="19" width="186"]]
67 +(% style="text-align:center" %)
68 +[[image:1653989448156-412.png||height="60" width="334"]]
63 63  
70 +
64 64  Populate the relevant details and then select (% style="color:#2980b9" %)“**Update**”.
65 65  
73 +(% style="text-align:center" %)
74 +[[image:1653989483221-186.png]]
66 66  
67 -[[image:System Bank Accounts_html_c331ff015149f824.png||height="166" width="630"]]
68 -
69 69  A note about the “VAT” indicator – Expense creditors, e.g., administration fees and consulting/broker fees, often require the VAT to be reported on all communications IF they are a VAT vendor. Ticking the VAT indicator will (% style="color:#2980b9" %)**ADD**(%%) VAT on top of the fee indicated on the expense. In these cases, make sure that the expense loaded is exclusive of VAT.
70 70  
71 71  
72 72  
73 -(% style="text-align: center;" %)
80 +(% style="break-before: page; text-align: center;" %)
74 74  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
75 75  
76 76  
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