Bank Profile

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.