Changes for page System Bank Accounts

Last modified by Megan Kahl on 2022/05/31 09:33
<
From version < 15.1 >
edited by Megan Kahl
on 2022/05/31 09:30
To version < 19.2 >
edited by Megan Kahl
on 2022/05/31 09:32
>
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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22 22  {{/info}}
23 23  
24 24  
25 -(% style="text-align: center;" %)
25 +(% style="break-before: page; text-align: center;" %)
26 26  == (% style="color:#2980b9" %)**System Bank Accounts**(%%) ==
27 27  
28 28  
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32 32  
33 33  Go to the Administration Menu at the top of the screen. Select Financial Settings and then System Bank Accounts.
34 34  
35 -[[image:System Bank Accounts_html_b12fff31ea4c1f56.png||height="113" width="177"]]
35 +(% style="text-align:center" %)
36 +[[image:1653989371920-326.png]]
36 36  
37 37  
38 38  Select the type of creditor account you want to view.
39 39  
40 -[[image:System Bank Accounts_html_9e6e30a60172b4c7.png||height="120" width="505"]]
41 +(% style="text-align:center" %)
42 +[[image:1653989390546-927.png]]
41 41  
42 42  
43 43  The screen that opens will reflect all currently loaded creditor accounts, for that type, on the system.
44 44  
45 -[[image:System Bank Accounts_html_7fce15d3f66cc935.png||height="147" width="630"]]
47 +(% style="text-align:center" %)
48 +[[image:1653989410187-656.png]]
46 46  
47 47  
48 48  Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
49 49  
50 -[[image:System Bank Accounts_html_4546ab303b68b910.png||height="62" width="441"]]
53 +(% style="text-align:center" %)
54 +[[image:1653989429077-556.png]]
51 51  
52 52  
53 53  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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54 54  
55 55  
56 56  
57 -(% style="text-align: center;" %)
61 +(% style="break-before: page; text-align: center;" %)
58 58  == (% style="color:#2980b9" %)**Adding a New Creditor Bank Account**(%%) ==
59 59  
60 60  
61 -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.
62 62  
63 -[[image:System Bank Accounts_html_14bfaa6621fb2acf.png||height="19" width="186"]]
67 +[[image:1653989448156-412.png]]
64 64  
69 +
65 65  Populate the relevant details and then select (% style="color:#2980b9" %)“**Update**”.
66 66  
72 +(% style="text-align:center" %)
73 +[[image:1653989483221-186.png]]
67 67  
68 -[[image:System Bank Accounts_html_c331ff015149f824.png||height="166" width="630"]]
69 -
70 70  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.
71 71  
72 72  
73 73  
74 -(% style="text-align: center;" %)
79 +(% style="break-before: page; text-align: center;" %)
75 75  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
76 76  
77 77  
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