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by <ahref="http://www.osoe-project.org/contact">OSOE Team</a>.
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<p>In ERP5 you can create bank accounts for related persons or organisations, in use of creating a sale order or an invoice, and also for accounting.</p>
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>
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<h1>Agenda</h1>
<ul>
<li>Reach the financial information of the organisation</li>
<li>Add a bank account</li>
<li>Validate the bank account</li>
</ul>
<detailsopen="open">
<p>In this tutorial, we will use our organisation VIFIB as an example to show you how to create a bank account in ERP5.</p><p>
The process of creating a bank account for an organisation has three steps: Firstly, <strong>reach financial information of the organisation from the document of this Organisation</strong>
for which you want to open a Bank Account. Secondly,
<strong>Add a bank account</strong>
for this organisation by using the "Action" item list. Finally,
<strong>Validate the bank account</strong>
.
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<h1>Reach the Financial Information from the Organisation document</h1>
<p>The bank accounts belong to the financial information of the organisation. So first, let's reach the financial information of our organisation VIFIB.</p><p>
You can reach the financial information from the organisation's document. You just need to <strong>click on the "Financial Information" tab</strong>
.
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<h1>Financial Information Tab</h1>
<imgtitle="Financial Information Tab"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Financial.Information.Tab?format=png"alt="Financial Information Tab">
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<p>You are now directed to page of the financial information of your Organisation, listing the bank accounts and the accounting periods of your organisation.</p>
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<h1>Action: Add Bank Account</h1>
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<p>
To create a bank account for this organisation, <strong>open the "Action" item list and click on "Add Bank Account"</strong>
.
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<td>selectAndWait</td>
<td>//select[@name="select_module"]</td>
<td>Persons</td>
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<td>Add Person</td>
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<h1>Edit Bank Account</h1>
<imgtitle="Edit Bank Account"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Edit.Bank.Account?format=png"alt="Edit Bank Account">
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<p>Now a new bank account document has been created, fill out the fields with the necessary information and save the changes.</p><p>Note: If the the organisation you used in the "Bank" field has not been created in your ERP5 instance, you might be asked to add the organisation so that you can finish the creation of the bank account.</p>
<imgtitle="Check the Bank Accounts List"alt="Check the Bank Accounts List"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Bank.Accounts.List?format=png">
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<p>To check the creation of the new bank account, please go back to the financial information tab of the organisation document. You can now see the new bank account we just created has been shown in the list of bank accounts related to your Organisation.</p><p>Follow the same steps, you can create as many bank accounts as you need.</p>
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<td>Input data has errors. Please look at the error messages below.</td>
<td>Input data has errors. Please look at the error messages below.</td>
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<h1>How to create Bank Accounts</h1>
<imgalt="How to create Bank Accounts"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Image?format=png"title="How to create Bank Accounts"type="image/svg+xml"/>
<p>In ERP5 you can create bank accounts for related persons or organisations, in use of creating a sale order or an invoice, and also for accounting.</p>
<li>Reach the financial information of the organisation</li>
<li>Add a bank account</li>
<li>Validate the bank account</li>
</ul>
<detailsopen="open">
<p>In this tutorial, we will use our organisation VIFIB as an example to show you how to create a bank account in ERP5.</p>
<p>The process of creating a bank account for an organisation has three steps: Firstly, <strong>reach financial information of the organisation from the document of this Organisation</strong> for which you want to open a Bank Account. Secondly, <strong>Add a bank account</strong> for this organisation by using the "Action" item list. Finally, <strong>Validate the bank account</strong> .</p>
<p>The bank accounts belong to the financial information of the organisation. So first, let's reach the financial information of our organisation VIFIB.</p>
<p>You can reach the financial information from the organisation's document. You just need to <strong>click on the "Financial Information" tab</strong> .</p>
<imgalt="Financial Information Tab"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Financial.Information.Tab?format=png"title="Financial Information Tab"type="image/svg+xml"/>
<detailsopen="open">
<p>You are now directed to page of the financial information of your Organisation, listing the bank accounts and the accounting periods of your organisation.</p>
<imgalt="Action: Add Bank Account"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Add.Bank.Account?format=png"title="Action: Add Bank Account"type="image/svg+xml"/>
<detailsopen="open">
<p>To create a bank account for this organisation, <strong>open the "Action" item list and click on "Add Bank Account"</strong> .</p>
<imgalt="Edit Bank Account"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Edit.Bank.Account?format=png"title="Edit Bank Account"type="image/svg+xml"/>
<detailsopen="open">
<p>Now a new bank account document has been created, fill out the fields with the necessary information and save the changes.</p>
<p>Note: If the the organisation you used in the "Bank" field has not been created in your ERP5 instance, you might be asked to add the organisation so that you can finish the creation of the bank account.</p>
<p>After editing the information of the bank account document, <strong>open the "Action" item list and click on "Validate"</strong> .</p>
<imgalt="Check the Bank Accounts List"src="http://img.erp5.cn/user-Howto.Create.Bank.Accounts.Bank.Accounts.List?format=png"title="Check the Bank Accounts List"type="image/svg+xml"/>
<detailsopen="open">
<p>To check the creation of the new bank account, please go back to the financial information tab of the organisation document. You can now see the new bank account we just created has been shown in the list of bank accounts related to your Organisation.</p>
<p>Follow the same steps, you can create as many bank accounts as you need.</p>
