General Ledger: Base Elements
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      How to Create and Edit GL Bank Accounts

      GL Bank Accounts are tracked in ExactEstate to make up reporting for the General Ledger.

      Step By Step Guide

      To Create or Edit a GL Bank Account, please follow the steps below.

      Step 1. Navigate to the Account Dashboard on the Main Menu.

      Step 2. Scroll to Setup & Utility Options, click Bank Accounts

      Step 3. Click Create New in the top right of the page.

      Step 4. Fill in the Account Information and click Create Bank Account at the bottom of the page. 

      Image Guide

      To Create or Edit a GL Bank Account, please follow the steps below.

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      To Edit a Bank Account

      Step 1. To Edit A Bank Account, click the Options Cog to the right of the account you'd like to edit.

      Step 2. Make any necessary updates and click Edit Bank Account at the bottom of the page to save your changes.

      Step 1

      Step 2