Overview
The General tab in the Card detail window contains general information about the card.
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The Bank Accounts tab on the General tab of the Card Detail window contains all bank account information for the current card.
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Setting up bank accounts on cards is not the GL bank account it is the customers and/or suppliers bank account details of where the payment is coming from or going to.
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Field | Description |
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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
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Buttons
There are no custom buttons for this list. Refer to Common Buttons.
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Field | Description |
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Category | The category in question. This can be a broad category (e.g. Non-Stock Products) or a narrow category (e.g. Polypropylene Strapping). |
Sales Person | The sales person who is responsible for products that fall into this category. |
Groups tab
From here you have the ability to add a parent account to allocate 1x cuspay receipt / payment to open items across multiple customer cards. If a couple of cards belong to the same card,
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