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    • How do I link my company's bank accounts to my correspondent accounts?
    To register bank inflows in the Site.pro program, connect your bank accounts to the corresponding accounts. Here’s how to do it: 1. Add to the Chart of Accounts:General ledger → Chart of AccountsCreate all the bank account counterpart accounts used in the company. Note: Each currency should have a separate counterpart account. If you have a bank account in a different currency, check the box "Currency fluctuations". Bank Accounts Go to Customers and SuppliersFind your company in the Customers and Suppliers module, open it, and enter all the company's bank accounts on the "Bank Accounts" page.In the Bank Account section, click the green + button to add bank accounts.Don’t forget to check the box for the "Primery" bank account and the account to "Show in invoice" (it will be visible in the sales invoice).After filling in the fields, click the "Save" button. Connect the bank account with the counterpart account Go to Bank → Bank link with cor. acc In the module, click the green button and select the created counterpart account. Enter the name, select the currency, and choose the bank account. Note: If you can't find the required currency, you can create it by clicking the button.
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    Accounting Software

    How do I link my company's bank accounts to my correspondent accounts?

    To register bank inflows in the Site.pro program, connect your bank accounts to the corresponding accounts. Here’s how to do it:

    1. Add to the Chart of Accounts:
    General ledger → Chart of Accounts
    Create all the bank account counterpart accounts used in the company.

    Note: Each currency should have a separate counterpart account. If you have a bank account in a different currency, check the box "Currency fluctuations".

    Creating a counterpart account in the chart of accounts
    Linking bank account with counterpart account overview

    1. Bank Accounts

    Go to Customers and Suppliers
    Find your company in the Customers and Suppliers module, open it, and enter all the company's bank accounts on the "Bank Accounts" page.
    In the Bank Account section, click the green + button to add bank accounts.
    Don’t forget to check the box for the "Primery" bank account and the account to "Show in invoice" (it will be visible in the sales invoice).
    After filling in the fields, click the "Save" button.

    Entering company bank account details

    1. Connect the bank account with the counterpart account
    • Go to Bank → Bank link with cor. acc
    • In the module, click the green button and select the created counterpart account.
    • Enter the name, select the currency, and choose the bank account.

    Note: If you can't find the required currency, you can create it by clicking the button.

    Adding new bank and currency in bank link module

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