In the Fund Setup process, you would have created those bank accounts that existed as at your migration date.
ADD NEW BANK ACCOUNT on the BANK tab allows you to create new accounts opened after the migration date.
Click the BANK tab.
Mclowd displays a list of your existing bank and loan accounts.
Click ADD NEW BANK ACCOUNT.
Choose the Set Up Date from the popup calendar. The Set Up Date is the date this account was opened.
Enter the Account Name.
Select the Bank from the drop down selection menu.
Enter the BSB and Account number for this account.
NOTE: SEGREGATED ACCOUNTS:
In some funds, certain assets, loans or accounts are segregated to be the exclusive property of a particular member. If an account is owned exclusively by a member, choose that member’s name in the OWNER field, instead of the default value of ”Fund”.
When all data is entered correctly, Click ADD ACCOUNT to save the information.