Bank Table on Surfboard

Overview

We have introduced a ‘Bank’ table which will show all your business bank accounts on the Surfboard. You may have multiple bank accounts for your business. To display the ‘Bank’ select the Dashboard and select ‘Customise Dashboard’. By using the column chooser in the table section select the bank and include it as shown below. 

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Include the ‘Banks’ option and select save to include in the Dashboard. The following screen will appear. If you select the individual account from bank table of Surfboard you will be redirected to the nominal ledger card browse.

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