Skip to main content

New bank not appearing to select when making a posting

A
Written by Antoine Larsen
Updated over 3 months ago

The bank will not appear to select in posting screens unless it has a short code attached to it.


Ensure all steps below have been followed:

Create a bank nominal

  1. Open the Nominal Maintenance program / Nominal tab.

  2. Click New then enter the new nominal code.
    Tip: You can highlight an existing nominal of the same type then click COPY.

  3. Enter or update the Description, Financial type, Analysis type, Sort code and Account Code.

  4. Select the Bank A/c checkbox.

  5. Click Save then click Exit.

Create a short code

  1. Open the Accounts Administration program and click Short Codes.

  2. Click New then enter the new short code.
    Tip: You can highlight an existing short code of the same type then click COPY.

  3. Enter or update the Description and Type.

  4. Enter the Nominal code created in Nominal Maintenance.

  5. Click Save and then click Exit.

Related Articles
Bank Reconciliation set as all Practices rather than one specific Practice
Create a new nominal code
Closing nominals/ Bank accounts
Change the default bank or other codes on a posting type
Create a new bank account in Proclaim Accounts
Did this answer your question?