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The Banks Database allows a practice to register the details of banks used by their clients. These details are stored in a central database so the details are available for all products.
Currently the facility is used by Accounts Production, Business Tax
and AutoMail, other products will be able to use the facility in due course.
Accounts Production the bank details will be used on the company information sheet
Business Tax the bank details are used in the repayment section of the CT600 for limited companies.
AutoMail the bank details are used when producing bank letters.
Click here for more information on the Banks Database and Accounts Production
Click here for more information on the Banks Database and Business Tax.
Click here for more information on the Banks Database and AutoMail.
Click here for information on accessing the Banks Database through System Maintenance
When you enter the banks database the display lists the bank accounts.
Click New if the required account is not shown on the list or there are no banks on the list.
If the account to use is on the list highlight it and click Select.
If the account is on the list but the details are incorrect highlight it and click Change.