Objective
This article will show you two ways you can add Bank Accounts for a client.
Applies To
AccountsPrep integrated companies.
Procedure
Within a client you can add Bank Accounts from the Bank Accounts homepage or via the Chart of Accounts.
Additional Information
You can add a Bank Account under any Asset or Liability class type:
Sound strange? Well, we do this because we want to allow you to add any type of financial account (even things we maybe haven’t considered) – so we didn’t want to place limits on you here…
You may have expected the class to automatically assign to a bank class here, so this is why not!