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Setup Questions Bank Account Properties Tab

Questions in this section are intended to help you make decisions about your setup. These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

Field List

Refer to the following field list for more information: Properties Tab.

Instructions

1. Print this topic—one set of questions for each bank account you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on the setup questions pages.
4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each bank account.

Questions for Properties Tab

Property

What properties do I want to have using this bank account?

List the properties:

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Fields

This list includes information on available fields. Use this field list when you need more information for a particular question.

Property

At Property, click the Lookup Button to display the Select Property tab and select a property for the bank account. The selected property and an additional Property field display.

Navigation

Bank Accounts Overview