Add New Bank Account

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  1. Go to Location Setup > Banks tab

  2. Record menu > New Record / Click New Record icon 

  3. Enter the bank account details in the required fields

    1. Bank Account Name

    2. Bank Name

    3. Branch Name

    4. Branch Number (BSB)

    5. Account Number

 

Other Bank Account Options

Reassign Bank to another Location

Make Bank Account Inactive

 

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