Setting Up System Payment Types

Setting Up System Payment Types

Overview  

This video will show you how to set up the payment types you want to use in your system. Step by step instructions are shown below the video. 


Steps 

1. Go into System Setup.
2. Open the System Data screen.
3. Double-click on the System Payment Types line to open the table.
4, Go into Edit Mode.
5. Use the New button to add as many lines as required.
6. Use the drop down in the Payment Type column to select the payment type required. These are hard coded in the system.
7. Select the currency to be used for the payment type using the drop down in the Currency column. These must be set up in System Data beforehand.
8. If required, set the S/P column to specify different bank accounts for payments in and out, by duplicating the payment type line.
9. The Company Class and Site columns can be used, if required, to limit the use of the payment type to specific company classes or sites.
10. Use the Bank column to specify which bank account is to be used for this payment type. These must be set up in System Data beforehand.
11. Tick the Auto Bank checkbox for non cash or cheque payment types.
12. Save the screen.












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