Navigate toto add a new bank account in Genie.
Add a bank account
Click the blue plus icon in the top-left to create a new record.
Within this window you will be required to enter all relevant bank account details.
|Bank Code||Each bank account must have a unique bank code up to 3 characters in length.|
|Bank Name||The banking institution (e.g. National Australia Bank).|
|BSB Code||The Bank State Branch is a six-digit number used to identify a bank code and its associated branch.|
|Account Name||The name of the bank account.|
|Account Number||The unique string of numbers that identifies your account number.|
|Direct Deposit Reference||This field can advise the recipient of your invoice what reference they should put when sending direct debit payments (e.g. "Please reference invoice number").
If you do not want to accept direct deposits for this account, leave the Accept Direct Deposit payments for this bank account checkbox unticked.
|BPAY||If you have Accept BPAY ticked in your Practice Preferences, the BPAY section will appear. You can enter your BPAY Biller Code and choose if credit cards are accepted.|
Click Save once you are satisfied with your bank account details.
Link a bank account to a user
Once you have added the bank account as above, you can navigate to File > All User Preferences. Double-click on a user, then select the newly added bank account in the Default Bank Account drop-down and Save.