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Finance | Project Operations, Human Resources, ...
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Safe Pay Multiple Accounts

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Posted on by 1,958

We have 12 accounts with the Same Bank. I want to setup the Safe Pay feature. So we have 1 Bank with 12 Checkbooks

My question is there a way to setup a single Configuration for 12 checks books in the same file

It appears I will need to setup each of the 12 individually essentially with the same detail info (header/footer  would be different)  - but the Detail is the same for all 12 Accounts.

Wanted to see if there was a way to copy an existing "Detail Lines" setup or use only 1 of them as all 12 detail lines are exactly the same.

Thanks

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  • Richard Wheeler Profile Picture
    75,848 Moderator on at
    RE: Safe Pay Multiple Accounts

    You can use Tools->Routines->Financial->Safe Pay->Configurator to Export and Import the layout as  many times as necessary. Just change the name when you import.

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