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Info Analysis Type and Analysis Captions need to be set up to use this screen (this would normally be done by the Vision Team).

Bank Account Maintenance

This form used to edit or create Banks Accounts that are linked to the Customer on the Customer Maintenance screen (see the 📈Customer page) to show which account your Customers will be paying into.

You can access this through the navigation menu for existing bank details in order to update them or throught the create menu if you are adding a new bacnk account

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The Short Name, Account Number, Sort Code, Swift BIC and IBAN information entered here will show on Invoices generated the Customer (depending on your Customer set-up). Click the Default For New Customers to have this Bank Account default to all new customers. Info You can have multiple Bank Accounts with different currencies set up

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