How do I add a new bank account in FMS?

Please see below steps, if you need to add a bank account or additional bank in FMS

In FMS, select:

Tools> General Ledger setup> Click tab 5, Ledger codes>

Final window click save

Click green plus button and select the ledger code type, in this case “Bank Account”

Bank account


Click the spy glass and select the group the ledger code belongs to i.e  “Bank & Petty Cash” Click next

Ledger code defintion window


Enter a unique code e.g bk1 and description Bank Account 1, click finish

label the bank account


Final step: Enter the bank account details and click save and click save again in the “General Ledger Setup” window

Enter bank details



Last reviewed 21/12/2017



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