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
  

• Related Articles

• Add a billing establishment

  This setting is only available to users with administrator rights. You can fill in the "My practice" menu several billing facilities. You can add as many billing facilities as you want. They will each have their own reference and sequence invoices. ...

• Add time preferences

  In the Settings> My profile page, in the Preferences section, you can add or edit time entries quick-add buttons that you can use when adding time entries. Indeed, instead of manually entering time values, you just click on these buttons. Example: ...

• Add a method of regulation

  This setting is only available to users with administrator rights. You can fill in the menuBilling & Regulations, submenuMethods of Regulation, several methods of regulation. You can add as many settlement methods as you want, and set a preferred ...

• Add a profile for your users

  This setting is only available to users with administrator rights. The menuUser profileallows you to define the access rights of all members of the firm. To add a user profile from your practice: Appointments inParameters> >Society> >User ...

• Add a new user

  Is your company welcoming a new employee?Two cases may arise: You want to purchase a new license for this new employee; You want to replace an employee who has left your company. In both cases we invite you tocontact the Sales Department. Note that ...