Bank Charges
This finder will present all your bank charges.
More Information
- Doc #: This is used to identify the Document.
- Contact: The Contact account associated with the bank charge.
- Description: Used to identify the bank charge.
- Type: The bank charge type.
- Date: The date of the bank charge.
- Gross: The amount of the bank charge.
Tip
To modify the columns displayed, select
in the top right of the page, then untick the information you do not want to see.
Create a new bank charge
Press New.
Fill out the remaining fields.
Remaining fields explained
Enter the lines
Lines explained
Product: This is the Product being invoiced.
Account: If a Product is being used, this will be auto-completed and read only otherwise select an Account from the available list.
Description: Depending on the Force change setting in Chart of Accounts
If the Force change is not ticked, then the Description field will be auto-filled ...
... however it can be edited.
If the Force change is ticked, then the Description field will be blank and you will be forced to enter a description.
Project: You can link the invoice to a Project.
Unit: This is the Unit to measure the Product.
Qty: This is the quantity of the Product you are invoicing.
Unit price: This it the price per unit of the Product.
Posting attributes
- The posting attributes are derived from the Chart of account rules related to the Account code. Common attributes include Cost centre and Department but can also include custom attributes.
Updated March 2024