1.4: How to Create Bank Account

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1.4 Creating a Bank Account

How to create Bank account.

Step 1. Click on the accounting modules in the apps menu as shown below.
 C:\Users\25470\Desktop\user guide for ucb\purchase\accounting\bank account\Screenshot_1.png

Step 2. First click on configuration menu in accounting module.
Step 3. Then click on Bank account as shown below.

C:\Users\25470\Desktop\user guide for ucb\purchase\accounting\bank account\Screenshot_2.png


On the new page that opens up, do the following:
Step 1. Click on create tab as shown below.

C:\Users\25470\Desktop\user guide for ucb\purchase\accounting\bank account\Screenshot_3.png

Step 2. On the new page that opens up, fill in the crucial details such as bank name, bank account etc.
Step 3. Activate the tick option for Post at Bank.
Step 4. Activate the tick option like the one for point of sale as indicated below if you intend to use such functionality.
Step 5. Finally when done click on save button as shown below.

C:\Users\25470\Desktop\user guide for ucb\purchase\accounting\bank account\S2.png

When done creating a bank account, the new bank account will be listed among the bank accounts that you will be operating as shown below.
 C:\Users\25470\Desktop\user guide for ucb\purchase\accounting\bank account\S3.png


Every bank account will have a corresponding journal as shown below.

C:\Users\25470\Desktop\user guide for ucb\purchase\accounting\bank account\S4.png


Next: How to Create a Bank Statement

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