Difference between revisions of "Bank Profile"
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The Bank Profile screen is a list of codes which represent each of the different banks used within Newton. A bank code is assigned to each [[:Category:Cash|Cash]], [[:Category:Checks|Check]], and [[:Category:Journal Transaction|Journal Transaction]] when applicable. | The Bank Profile screen is a list of codes which represent each of the different banks used within Newton. A bank code is assigned to each [[:Category:Cash|Cash]], [[:Category:Checks|Check]], and [[:Category:Journal Transaction|Journal Transaction]] when applicable. | ||
Revision as of 19:50, 17 June 2014
The Bank Profile screen is a list of codes which represent each of the different banks used within Newton. A bank code is assigned to each Cash, Check, and Journal Transaction when applicable.
- For Example
- 101 - Operating Account
- 102 - Premium Trust
If you have an operating and a trust account at the same bank you will need to enter them as two different banks.
Bank Profile Screen
Select Profiles -> Bank. (Requires Security System: Profiles -> Bank -> View)
Bank Profile Menu Options
- Add - Create a new bank
- Search - Load an existing bank
- Print - Print a short summary of all banks
- Exit - Close the window. You will be prompted to save if you have changed the bank.
Bank Profile Fields
Next Check Number: Enter the next check number to be issued for each account. As you record checks in Agency Systems, the number will advance automatically. This is especially important if you print checks.
