accounting-bank-information-id

Bank Information – Detail View 
 Module: Accounting 
 Screen Type: Detail View 
 URL: /^accounting/bank-information/<pk>/ 
 Model: BankInformation 
 Record Name: Bank Information 
 Plural Name: Bank Information 
 
 What This Screen Is For 
 TODO: Explain what this screen does in plain language. 
 
 What You See on This Screen 
 📸 Add a screenshot of this screen. 
 Fields on This Screen 
 
 
 
 Field 
 Type 
 Description 
 
 
 
 
 Last Modified At 
 Date & time 
 TODO 
 
 
 Last Modified By 
 Relationship (single) (optional) 
 TODO 
 
 
 Bank Information 
 Relationship (one-to-one) 
 Connects to the GL transaction that needs to be balanced 
 
 
 Transaction Date 
 Date 
 Record the date that this transaction took place 
 
 
 Posted 
 Yes/No 
 Records whether or not this transaction has cleared the bank 
 
 
 Expense Account 
 Relationship (single) (optional) 
 If this is balanced by a single transaction, select a balancing account to use 
 
 
 Check Number 
 Text (optional) 
 Record the check number, ACH number, or other identifying number here 
 
 
 Payee 
 Text (optional) 
 Records the payee or "Pay to the order of" field on a check 
 
 
 Dispersal Method 
 Text (choice) 
 Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue. 
 
 
 
 System Fields (Managed Automatically) 
 ⚙️ These fields are managed by the system and usually do not need to be edited. 
 
 
 
 Field 
 Type 
 Description 
 
 
 
 
 Id 
 Auto number (ID) 
 TODO 
 
 
 Created At 
 Date & time 
 TODO 
 
 
 Created By 
 Relationship (single) (optional) 
 TODO 
 
 
 Custom Fields 
 Extra Fields JSONField 
 TODO 
 
 
 Deleted At 
 Date & time (optional) 
 TODO 
 
 
 
 
 Common Tasks 
 
 TODO 
 
 
 Tips & Helpful Hints 
 💡 TODO 
 
 Who Uses This Screen 
 
 TODO 
 
 Related Screens 
 
 List View — accounting-bank-information 
 
 
 Advanced Notes 
 TODO