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Creating a new organization

Creation of a new customer organization.

Open the Contracts module:

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Click on the "Add legal entity" button:

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Fill in all available data on the organization:

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Add a bank (settlement and correspondent account) to the "Default Bank" field by clicking on the "blue folder" button:

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Download the bank in order to register the name of the bank and correspondent account:

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Register the name of the bank, correspondent account and BIC:

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Go to the "Account Information" section to fill out the current account – click the "Add" button:

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Fill in the current account, currency and set the "Default" parameter, and then save the data by clicking on the "Save" button (with a floppy disk):

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Click the "Save" button:

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The bank's data will be loaded automatically:

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Save the organization.

 

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