The General tab in the Card detail window contains general information about the card.
...
The Bank Accounts tab on the General tab of the Card Detail window contains all bank account information for the current card.
| Expand | ||
|---|---|---|
| ||
|
Buttons
There are no custom buttons for this list. Refer to Common Buttons.
...
Field | Description |
|---|---|
Payee Name | This is the bank account name. This may be different from the card name or contact name. |
BSB | This is the BSB (Bank-State-Branch) Numbers. Readysell automatically formats the BSB as you enter it. |
Account Number | This is the bank account number. |
Customer Primary Account | This checkbox indicates whether this is a customer's primary bank account and needs to be on for at least one of the bank accounts. |
Supplier Primary Account | This checkbox indicates whether this is a supplier's primary account |
Categories tab
The Categories tab on the General tab of the Card Detail window contains category information for the current card. Categories allow a single card to have multiple salespeople assigned to it, each person covering a different category of product
...