About Bank Accounts

Before you can post cash received from a customer, or pay a supplier, you must first create your company A self-balancing accounting unit within your organization. bank accounts.

The Bank Accounts tab displays a home page that lets you quickly create and locate your bank accounts. You can also sort and filter your bank accounts using standard and custom list views Give you instant access to specific sets of data. In addition to using existing views, you can create custom list views for the items most relevant to you.. In addition, this tab lets you view and edit detailed information on each bank account.

The Bank Account object is a company-owned object Custom object that only exists within the context of a specific company..