Bank accounts, payment methods and locations

These three catalogues appear when you record a payment, an expense or an income. Set them up once and then simply pick from a list.

Bank accounts

1. Open Financial management › Bank accounts and select "New account".
2. Fill in the "Bank" and the "Abbreviation", the two required fields. Add the "NIB", "IBAN" and "BIC" if you have them.
3. Switch on "Default account" for the main account. Only one account can hold this mark: marking another removes it from the current one.
4. Select "Save".

Accounts are picked on expenses and income. The default account is shown at the top, with "Copy IBAN".

Payment methods

1. Open Payment methods and select "Add method".
2. Enter the "Name", for example Card terminal.
3. Switch on "Default method" if you want it pre-selected when recording expenses, income and receipts. Only one method can hold this mark.
4. Select "Save".

The order of the list is the order in which methods appear when recording a payment: drag them to change it. A method with "Active" switched off is no longer offered, but stays on past payments.

Payment locations

1. Open Payment locations and select "Add location".
2. Enter the "Title", for example Head office front desk. You can put the opening hours in "Notes".
3. Switch on "Show collectors" if you want the receipt to say who received the payment.
4. Select "Save".

Collectors are the club's users with "Collector" switched on, in Users. At a location with "Show collectors", the receipt asks which of them received the payment.