www.loanperformer.com

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:

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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