setup and maintenance of Bank Records
Incomplete or Unrecognized Bank Codes
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Nancy Administrator Posts: 765
2/11/2015
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NancyAdministrator Posts: 765
Typically, the PrintBoss Bank Code is comprised of two pieces of information:
1. the unique name given in the chart of accounts in the accounting software
2. the company name as defined in the accounting software.
For example the Bank Code entered into PrintBoss would be:
Your Bank Account Name:Your Company Name
PrintBoss will automatically select the proper bank account based on the Bank Code passed to PrintBoss on the batch of documents. [Note: this feature is not available in PrintBoss Express. The user will be prompted to select a bank record.]
When processing a batch of checks, if one of the two pieces of information are missing, the PrintBoss Bank Code will be INCOMPLETE or UNRECOGNIZED. An incomplete or unrecognized bank code will force a pop-up list of the PrintBoss banks, so the correct bank can be selected and processing can be completed.
NOTE: The process of selecting the correct bank account will automatically update the PrintBoss bank profile record when the box in the lower right corner of the window is checked.
For more information please refer to: Incomplete/Unrecognized Bank Codes
edited by Nancy on 2/13/2015
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