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IMOS - Bank Links

The Veson IMOS Platform is the market-leading cloud solution for commercial marine freight and fleet management.

🔑  This is a Key Topic, with high value for all users.

Set up a Bank Link for each bank that is debited or credited for a payment to your company, but only if you are recording payments in the Veson IMOS Platform. This form binds the bank to a General Ledger number and also sets the bank currency.

In the Chart of Accounts, each account that has Bank in the Category column must be linked to a bank.

Make sure of the following:

  • The Chart of Accounts includes the Ledger Code and Account Name for the account where the cash transactions will be recorded, with Category Bank.

  • The bank has an entry in the Address Book of Type (Banks) with the following information:

    • Bank Name

    • Branch

    • On the Account Information tab:

      • Currency

      • Account Number

  • The internal company Address Book entry (Type W, Company Info) has the bank selected on a line of the Bank Links tab, with the following information:

    • Bank Name

    • Branch

    • Currency

    • Account Number

To link a bank:

  1. On the Financials menu

    , under Setup, click Bank Links.

    Company Bank Links should have a line with your Company Name, Bank Name, Bank Account, and Currency.

  2. Select the Ledger Code used in the Chart of Accounts for the bank.

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