How to add a new bank account in your software.

TIP: You can also create a bank record using the Bank wizard.

1. Gi to Bank accounts then select New.
2. Enter the relevant ▼ Account Details. 

   A/C Ref*	Enter the new bank account nominal code.     TIP: If you've created the bank account as a nominal code in error, you can convert it by entering the nominal code number in the A/C Ref field then press the Tab key.
   Nominal Name	Enter the name of your bank account.
   A/C Type	Select your bank account type. Cheque account - For bank and building society accounts Cash account - Such as petty cash or till takings Credit card account - For credit card transactions     Just so you know, once you enter a transaction linked to this bank account, the bank account type cannot be changed.
   Currency	If you use Foreign Trader, enter the currency for your bank account.
   Balance	This shows the current balance of the bank account. To enter an opening balance, click  then click Yes and enter your opening balance. Once done click Save.
   Minimum Limit	If this bank account balance falls below the amount entered in this field, the bank account will appear in red.
   No Bank Reconciliation	Select this check box if you don't want to run the Bank Reconciliation option for this account.

3. Select the Bank Details tab and enter your bank address, account and contact information.
   
   TIP: You can add notes or attachments to your bank account in the Memo tab. 
   
   
4. Press Save then Close.

You've now created your new bank record.

We recommend that you check this new nominal code is correctly placed in your chart of accounts.