Creation of a new customer organization.
Open the Contracts module:
Click on the "Add legal entity" button:
Fill in all available data on the organization:
Add a bank (settlement and correspondent account) to the "Default Bank" field by clicking on the "blue folder" button:
Download the bank in order to register the name of the bank and correspondent account:
Register the name of the bank, correspondent account and BIC:
Go to the "Account Information" section to fill out the current account – click the "Add" button:
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):
Click the "Save" button:
The bank's data will be loaded automatically:
Save the organization.