Accounts Production and the Banks database

Click here for more information on the Bank Database.

How Accounts Production uses the Banks Database?

The bank details are used on the Company Information Sheet:

• on complete set of accounts for any client type

• on reports CIN or CID for any client type
  

How to access the Banks Database in Accounts Production

To access the banks database in Accounts Production:

1. Select the client.

2. Select Client followed by Change and then Bank.
   

Selecting a bank for the first time

Any banks registered against the selected client are displayed. If the required bank is not on the list click Show banks to display a list of all the banks on the database. Clicking Show banks will also display the New | Change | Delete options so further banks can be entered.

If no banks are found a list of all the banks on the database will be displayed.

Changing or clearing the selected bank

If a bank has already been selected then it's details will be displayed. To change the selected bank click the magnifying glass next to the bank name at the top of the screen.

To clear the bank click the Set no bank option.