In order to start entering transactions, the first thing that you must do is create at least one bank account. Most parish councils will have only one, but some will have additional accounts, usually deposit accounts. There is no limit in the software to the number of bank accounts you can set up.
The page for creating a bank account is accessed via the Setup menu at the extreme right hand side. This menu is only available to an Administrator. There are three entries. Click on the links below to see details of each of the processes
- Create bank account
- Create opening balance
- Manage bank accounts