Creating shared accounts | Scribe

    Creating shared accounts

    • Adam |
    • 9 steps |
    • 2 minutes
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    You may have situations where one bank account is shared between more than one organisation. In order to reconcile the bank account we have included a feature where you can share a bank account between more than one branch.
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    Tip! When on you reconciliation page you will then be able to see all transactions that have been recorded to the bank account regardless of the branch they were created in.
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    The below steps will guide you in setting up your shared accounts.
    1
    Click "Create"
    2
    Choose "Accounts Assistant"
    3
    Select "Nominal Accounts"
    4
    Click "Current Assets"
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    Alert! If you have already set up your bank account please click Edit and skip to step 7!
    5
    Click "Add New"
    6
    Enter your bank account details such as Description, Account code and select the Class
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    Tip! Only the Description, Account code and Class are required fields to create the code.
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    Alert! All information entered must match each of the codes created in each separate branch.
    7
    Click the checkbox next to "Shared Account"
    8
    Click "Save"
    9
    Click "Filter" and change to the second branch.
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    Tip! Repeat all of the above steps in each branch who shares the bank account