Creating Bank Statement Definitions
ERP Cloud
To create a new bank statement definition for an existing company bank account:
- Make sure your current company
is the appropriate company for the relevant bank account.
- Click the Bank Accounts tab.
- Locate and select the relevant bank account.
- Scroll down to the bank statement definitions related list.
- Click New Bank Statement Definition. You can create only one bank statement definition per bank account.
- Complete the fields described in Bank Statement Definition Fields.
- Click Save.