Dynamics NAV - Create a Bank Account Card

Learn how to create a bank account card in Dynamics NAV with our handy video.

 

To create a bank account card in Dynamics NAV, go to ‘Finance’ and then click ‘Bank Accounts’ in the menu. Click ‘New’ in the ribbon and a blank bank account card will open, where you can enter the details about the bank such as number, name, address, city and postcode, phone number, your contact at the bank, as well as the bank’s sort code and bank account number. Once you have finished inputting your data, click ‘OK’. Your bank account will have been created. When the bank account has a balance, clicking on the balance will allow you to see your payments to vendors or payments received from customers and the key details about each payment.