Exact Globe+

Selecting bank account

Description

This screen is displayed when you click the Browse icon in the Bank account field.

Note: It is possible that not all the columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Inserting and deleting columns.

Search

Click to search for one or more banks based on the defined criteria.

Clear

Click to clear the defined criteria.

<

Click to return to the previous page.

>

Click to go to the next page.

Rows

Enter the number of rows to be displayed on each page. If you set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.

Filter

Select the required option to filter one or more banks that starts with or contains a certain letter or word.

Bank account number

Enter a full or partial bank account number to search for the bank account.

City

Enter the city of the bank to search for the bank account with the city.

Bank name

Enter a full or partial bank name to search for the bank account with that bank name.

Debtor / Creditor name

Enter the debtor or creditor name to search for the bank account with that debtor or creditor.

Currency code

Enter a full or partial currency code to search for the bank account with that currency code.

Buttons

Close

Click to exit.

Select

Click to select the bank account that you want to use.

Note: This button is only enabled if a bank account is selected.

Note: You will only see the buttons below if you click the Browse icon in the Bank account field in the General section in the Financial tab. Go to Finance > Accounts receivable > Maintain or Finance > Accounts payable > Maintain andclick New or Open. For more information, see Creating and maintaining accounts payable - Financial tab.

New

Click to create a new bank account. For more information, see Creating and maintaining bank account numbers.

Open

Click to open the selected bank account. For more information, see Creating and maintaining bank account numbers.

Delete

Click to delete the selected bank account.

The bank account will only be deleted from the overview.

Inactive

Click to deactivate the selected bank account. Once the bank account is inactive the bank account will be excluded from the bank import allocation.

Add existing

Click to add an existing bank account.