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How to create a Bank ..?

Here you can learn about how to create a bank.

1. Login with Fresa Gold, Navigate to Master select Organization (Fig.1).

 

Fig.1

Fig.1

2. To create a new bank click Create button (Fig.).

Fig.2

Fig.2

3. Enter the bank Name and select the Primary Agent as Bank and click Next button (Fig.3).

Fig. 3

Fig.3

4. Enter the required field, i.e, Contact person, area, street, couonty, email, phone no and click Next button (Fig.4).

Fig.4

Fig.4

5.  Select the Category List as Bank, enter the COA as Bank Control Account and enter the Currency, Payment Terms(Fig.5)

Fig. 5

Fig.5

6. No check the entered fields, and click the Finish button, once clicked it ask the confirmation, and select the Ok button (Fig.6).

Fig.6

Fig.6

7. Now the bank created successfully (Fig.7).

Fig.7

Fig.7

8. For your reference, Navigate to Accounts, select the voucher type as payment/ receipt voucher, select the Book as Bank Payment Maa, it will reflect on the Bank (Fig.8).

Fig.8

Fig.8

Hope you got an idea about ho to create a bank.

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