Adding a Bank Account

1. Click on the Bank Accounts tab within the Setup Module.
   
2. Click Add new bank account.
   
3. Fill in details as required.
   
   Name of Bank -
   Opening Balance - balance at "Date of either opening bank" or "starting use of the program"
   Date of Opening Balance - date you want the first transaction to come in
   Bank # - (optional)
   Bank Account Name -
   Import Format - format for importing
   Bank Clearance Days - (optional)
   Accountants Code - (optional)
   Tax Entity -
4. Click Save.
   

Editing a Bank Account

1. Same as Step 1 & 2 above.
2. Click on the edit symbol (pencil) of the bank you want to edit.
   
3. Update details.
4. Click Save.
   

Delete a Bank Account

1. Not yet done.