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Bank account informationn screen

  • 1.  Bank account informationn screen

    BRONZE CONTRIBUTOR
    Posted Aug 16, 2020 11:39 AM
    Good  morning

    Where can I locate the bank account information screen?  What module?  It's been a long time since I've set up a new company in SL and I can't locate this screen.  Thanks

    ------------------------------
    Karen Keim
    Director of Accounting
    Hello! Florida Destination Management Inc
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Bank account informationn screen

    GOLD CONTRIBUTOR
    Posted Aug 16, 2020 12:10 PM
    Cash Account Maintenance (20.250.00) in the Cash Manager module or Bank Account Maintenance (BR.200.00 in the Bank Reconciliation module? Or are you using SK Global eBanking?

    ------------------------------
    Jonathan Van Houtte
    Architect
    XLstatements, LLC
    Clifton Park NY
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Bank account informationn screen

    BRONZE CONTRIBUTOR
    Posted Aug 16, 2020 12:19 PM
    Yes I am using SK Global eBanking

    ------------------------------
    Karen Keim
    Director of Accounting
    Hello! Florida Destination Management Inc
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Bank account informationn screen

    GOLD CONTRIBUTOR
    Posted Aug 16, 2020 01:56 PM
    Then perhaps you're looking for its Company Paying/Cash Account Maintenance (DD.260.00) screen. That's typically on the eBanking Suite menu.

    You can also search for any screen by name by using Search Menu Navigation box on the Dynamics SL main menu:



    ------------------------------
    Jonathan Van Houtte
    Architect
    XLstatements, LLC
    Clifton Park NY
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Bank account informationn screen

    BRONZE CONTRIBUTOR
    Posted Aug 16, 2020 02:41 PM
    Thanks for the great information.  I think this resolved my issue.

    ------------------------------
    Karen Keim
    Director of Accounting
    Hello! Florida Destination Management Inc
    ------------------------------

    Academy - Online Interactive Learning from Experts