Add Bank and Bank Accounts

Use the process below to create a new bank in JobBag and to add new bank accounts to new or existing Bank address book records.

Step 1: Create General Ledger Bank account

Navigate to Ledger menu > Chart of accounts > New/Clone

Note: Cloning is the preferred option to create new GL accounts

Use the same settings as per below

Step 2: Create a new Bank address book entry record (If Required)

Existing bank ? Yes, go to step 3 - No, Create new Bank address book entry

Step 3: Create new bank account

Navigate to the bank and account tab