Changes for page System Bank Accounts

Last modified by Megan Kahl on 2022/05/31 09:33
<
From version < 19.2 >
edited by Megan Kahl
on 2022/05/31 09:32
To version < 16.1 >
edited by Megan Kahl
on 2022/05/31 09:30
>
Change comment: Uploaded new attachment "1653989448156-412.png", version {1}

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12 12  [[image:System Bank Accounts_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 14  {{info}}
15 -(% style="break-before: page; text-align: center;" %)
15 +(% style="text-align: center;" %)
16 16  (% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
17 17  
18 18  
... ... @@ -22,7 +22,7 @@
22 22  {{/info}}
23 23  
24 24  
25 -(% style="break-before: page; text-align: center;" %)
25 +(% style="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 -(% style="text-align:center" %)
36 -[[image:1653989371920-326.png]]
35 +[[image:System Bank Accounts_html_b12fff31ea4c1f56.png||height="113" width="177"]]
37 37  
38 38  
39 39  Select the type of creditor account you want to view.
40 40  
41 -(% style="text-align:center" %)
42 -[[image:1653989390546-927.png]]
40 +[[image:System Bank Accounts_html_9e6e30a60172b4c7.png||height="120" width="505"]]
43 43  
44 44  
45 45  The screen that opens will reflect all currently loaded creditor accounts, for that type, on the system.
46 46  
47 -(% style="text-align:center" %)
48 -[[image:1653989410187-656.png]]
45 +[[image:System Bank Accounts_html_7fce15d3f66cc935.png||height="147" width="630"]]
49 49  
50 50  
51 51  Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
52 52  
53 -(% style="text-align:center" %)
54 -[[image:1653989429077-556.png]]
50 +[[image:System Bank Accounts_html_4546ab303b68b910.png||height="62" width="441"]]
55 55  
56 56  
57 57  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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58 58  
59 59  
60 60  
61 -(% style="break-before: page; text-align: center;" %)
57 +(% style="text-align: center;" %)
62 62  == (% style="color:#2980b9" %)**Adding a New Creditor Bank Account**(%%) ==
63 63  
64 64  
65 -Double click on(% style="color:#2980b9" %) “Click here to add a new row”(%%) to add the new record.
61 +Double click on “Click here to add a new row” to add the new record.
66 66  
67 -[[image:1653989448156-412.png]]
63 +[[image:System Bank Accounts_html_14bfaa6621fb2acf.png||height="19" width="186"]]
68 68  
69 -
70 70  Populate the relevant details and then select (% style="color:#2980b9" %)“**Update**”.
71 71  
72 -(% style="text-align:center" %)
73 -[[image:1653989483221-186.png]]
74 74  
68 +[[image:System Bank Accounts_html_c331ff015149f824.png||height="166" width="630"]]
69 +
75 75  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.
76 76  
77 77  
78 78  
79 -(% style="break-before: page; text-align: center;" %)
74 +(% style="text-align: center;" %)
80 80  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
81 81  
82 82  
1653989483221-186.png
Author
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1 -XWiki.megank
Size
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1 -82.5 KB
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