Add a bank account
This setting is only available to users with administrator rights.
You can fill in the Banks menu your IBAN of bank accounts of the firm.
You will be able to choose which account accounting writing will register when you enter customer regulations into Jarvis.
As a result, a dummy account was created. Without the creation of this account, it is not possible to enter a regulation.
To fill in your bank accounts:
- From the parameters, and the
- Click onBanks
- Click onAdd a bank
Fill in the fields of the window that opens:
- Name: this is the name of the account (e.g. firm account, Mr. DUPONT Account,...)
- Bank: mark the name of your bank
- Branch: fill in the name of the branch where your account is domiciled
- Iban
- Currency
- Account accounting: by default, write 512000001 if you do not have a specific account for this bank account
Once you have filled in all the fields:
- Click onRegister
You can add as many accounts as you want by retrieving the step described above.
If you choose to add more, you will see that the first créé account is the one by default and that it is:
- modifiable
- not removable
The other bank accounts you add will be:
- modifiable
- deleted