Creating Bank Statement Definitions
To create a new bank statement definition for an existing companyA self-balancing accounting unit within your organization. bank account:
- Make sure your current companyThe company in which you are working. This is represented by the company queue to which you, and new instances of objects you create, are assigned. is the appropriate company for the relevant bank account.
- Click the Bank Accounts tab.
- Locate and select the relevant bank account.
- Scroll down to the bank statement definitions related list.
- Click New Bank Statement Definition. You can create only one bank statement definition per bank account.
- Complete the fields described in Bank Statement Definition Fields.
- Click Save.