Step 7 - Accounts

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TFS User Guide - Table of Contents

Documentation Disclaimer

The Accounts tab allows users to enter bank account details for the client.

Bank account details would only be captured for the purpose of printing out direct debit forms for where the client will be making their payments from.

Adding a Bank Account - Click here to expand...

Enter the account details.
Click the right-arrow button () to move the account into the Accounts list on the right-hand side of the dialog.

To remove a redundant or incorrect account, select the account from the Accounts list and click the left-arrow button ().

The Finance Shop KB

Step 7 - Accounts

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