How do I create a new bank account?

New bank accounts can be created via the General Ledger Menu, following these steps:

1. Select the relevant Journal (Client/Trust or Office) > Select Accounts from the right-hand menu.

2. Click 'Add +" from the right hand side of the Assets, to create a new Asset account.

3. Select 'Bank' as the Type and complete the account number and name. Click Save.

4. Bank Account details such as account number and BSB can be added by selecting the ellipses (3 dots) button on the right- hand side of the next to the account > Edit account.

5. Select Configure in the Bank Account Configuration section and enter the bank account details. Click Save.