Based on FilePro Version 16.1 - Copyright 2013-2016
×
Menu
Index

Adding a new Trust Bank Account

 
Click ‘Add Bank’ button at the bottom of the lookup, or the plus button in the Navigation Bar if you have an existing account open:
 
 
 
Once you have added the account the maintenance screen will be opened.  You can use the paintbrush button on the right to select a background colour, use the ‘Next Key Values’ tab to assign your next cheque number etc. and if it is a Controlled Money Account that you are adding it is important to tick ‘Controlled Money’ and enter the expiry date and relevant file code.
 
The online help was created with Dr.Explain