This guide is designed to help you set up a new bank within Insight Legal.
1. To set up a new bank in Insight, open System Settings and select Banks. Once banks have been selected, you need to choose the type of bank you wish to create.
2. To create a new bank, select the type you wish to create and click on add at the top left-hand corner.
3. Once you have pressed add, you need to enter the bank details in relation to the new bank that you are setting up. You will need to provide a code, description, and branch; the account number and cheque layout are optional. The code must be a unique identifier.
4. Un-suppress Entries – these are used for the bank reconciliations. When a bank reconciliation is done on the system the user can suppress the presented/ticked items from the bank account. This hides the entries on the system to aid reconciliation. They can be un-suppressed at any time using this function.