Adding Bank Account Details

You can enter a customer's bank details in the Bank A/C Details info area, e.g. the account that is used to debit the payments for insurance premiums.

Bank account details can be entered in company, person and product records.

To enter bank account details:

  1. Switch to the desired info area.
  2. Select New > New Bank A/C Details or click on (New) on the Bank A/c Details tab.
  3. Select the Bank Code and enter the IBAN/account number.
  4. If the customer has several bank accounts, enable the Main Bank field to indicate the customer’s main bank account.
  5. You can enter competitors’ products on the Competitors tab.
  6. Save the record.
Note: You can only add bank account details if the bank code is stored in the Bank Code info area. When selecting a bank code, data from the Bank Code info area (e.g. Institute, Country, Postal Code) is transferred to the record.
Note: If you change fields transferred from the Bank Code info area in the bank account details, the link to the bank code record is removed.