The bank account code, e.g. CURR for Current Account.
The value of the account when you create it.
Note: The Opening Balances of your accounts are usually entered by one of the Pebble Support team when you first begin using Fund Manager but you can amend this if it has changed since the account was set up for you. You can also enter opening balances for any accounts that you create yourself.
Warning! Please ensure that you check Administration > View Opening Balances to ensure you are still in balance once you have added a new bank account.
The bank account name, e.g. Current Account.
Selected means that you can use the bank account. If you no longer need to use a bank account, you can take it out of use by clearing this check box.
The bank account that you use most frequently, e.g. the Current Account.
Use this screen to enter details for a Bank Account.
Note: The current account with code CURR and name Current Account is created for you by default. This is the most frequently used account in most schools. You can change the account name of this account but you should leave the code as CURR to ensure that it stays at the top of the alphabetical list of bank accounts.
How do I ...
Enter the Code.
Enter the Opening Balance.
Enter the Name.
Select In Use.
If this is the bank account you will use most frequently, select Default Account.
Click Save.
From Administration > Manage Bank Accounts, click the hyperlinked Account name and follow the instructions on the Update Account screen.
Please contact Pebble Support.
Select the Default Account check box.
Clear the In Use flag.