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Table of Contents (Online Help)

Banks

Loan Performer allows you to register several banks that your organization will be dealing with.

How to Add the Bank Accounts

To get here, go to menu System\Configuration\Banks. The Banks page is displayed and looks as follows:

• Bank Name: In this textbox, type the name of the Bank that you want to add e.g., "Citibank".

• Click on the Add command button to add the new branch and on the Close command button to exit the menu.

  

• Note: You can View/Print the parameters of the Banks configuration and keep them for future reference by clicking on the Print command button. If you need to change or delete the details of an existing bank, click on the name of the bank that you want to change, make the necessary changes and click on the "Modify" / "Delete" command button respectively

And, please, have in mind that when you delete a bank account, you only delete the link between the General Ledger and the bank account. The account remains in the General Ledger and can be reassigned. If you want to delete the account from the General Ledger, see the topic Chart of Accounts.

You have to be careful when deleting/modifying bank account. If there are transactions on these accounts your reports may become inaccurate after modification.

Related Topics

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