SETTING UP BANK ACCOUNTS

Detailed below is an example bank and how it should be set up.

Cash Book - Cash Management> Create and Amend > Bank account

Bank Account: TTGB (This is entered in CBBANK)

N/L code: 001~001-001 (N/L control account for this bank)

Purchase Ledger - Create and amend > Bank Codes

Bank Code: TT (enter your bank account number and name of bank)

Sales Ledger - Create and amend> Bank Codes

Bank Account: TT (enter your bank account number and name of bank)

SYSTEM KEY

VALUE

DESCRIPTION

CB_INSTAL

YES

Is cash book installed?

CBBANK

TT

A/R Bank Code

 

TTGB

CM Bank Code

PL_INSTAL

YES

Is the Purchase Ledger Installed?

PLCBPOST

YES

Is Purchase Ledger posting to Cash Book?

PLNLBANK

TT

Bank Code

 

001-001-001

NL bank control account (valid NL code)

PLBANK

TT

Default PL bank code

SL_INSTAL

YES

Is Sales Ledger installed?

SLCBPOST

YES

Is Sales Ledger posting to Cash Book?

SLNLBANK

TT

Bank code

 

001-001-001

NL bank control account (valid NL code)

SLBANK

TT

Default SL bank code