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Accounts list

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This page displays a list of all accounts that you are authorized to edit. Depending on the payment system used, accounts are used for printing credit notes and sometimes for producing debit notes. Accounts are assigned in the basic contract.

Note: Before you can create an account, you must create a bank to which you can assign the account.

You can search for specific entries in the list (see Searching for information) and change the way the list is displayed (see Working with lists).

The following information is displayed:

Column

Description

Details

Displays details of the account

Name

Name of the account

Company

Name of the company that holds the account

Account

Number of the account

Bank

Name of the bank at which the account is held

Bank no

Sort code of the bank

SWIFT

SWIFT code of the bank. SWIFT codes are also known as BIC codes and are necessary for international payments

See also

Creating and editing companies

Creating and editing banks and accounts