Overview

Save time when creating bank accounts in Simple Fund 360 through Smart Matching's bank account creation feature.

Let Simple Fund 360 manage creating the chart account by selecting the type of bank account you wish to create. This takes out the guesswork in deciding which chart account to place the bank account in. 

If the bank account will be operating via a feed, you can easily set this up from the same screen without needing to navigate away to the bank feeds screen.

Instructions

1. Navigate to the Smart Matching screen. 
   
   

   From the Main Toolbar, go to Accounting.
   Select Smart Matching.

   
   
   
2. Select Add Bank Account.
   
    
   
   

3. Record the Account Name, Type and BSB/Account Number. The Account Code (BANKCODE) will pre-fill based on the BSB and Account Number recorded.
   
   

   
   

   Account Type	Explanation
   Cash at Bank	Will be added to Chart of Accounts as account number 60400.
   Term Deposits	Will be added to Chart of Accounts as account number 60800.
   Liability - LRBA	Will be added to Chart of Accounts as account number 85500.

   Bank Feed Provider	Explanation
   None - Manually Input or Import	Select this option if no feed is used for this account.
   MYOB BankLink	MYOB BankLink XML
   BGL Bank Data Service	BGL Bank Data Service

    

    

4. The Bank Institution will appear. Select the Data Feed provider (if applicable).

   
   

5. Select Submit to save the account. Refer to Smart Matching for more information.