Creating Banks in Freightools
Bank accounts used in the system can be configured and managed centrally.
Where to Find Banks
Go to:
Accounting → Banks
How to Create a New Bank
- Click New Bank.
- Complete all relevant fields, such as:
- Bank name
- Account number
- Branch details
- SWIFT / IBAN (if relevant)
- Currency
- Save.
Make sure the information is accurate, as it will be used across financial documents.
Where the Bank Information Is Used
Once created, bank details can be selected and used in:
- Partners
- Invoices
- Printouts
This ensures consistent and centralized banking information throughout the system.
💡 Tip – Presenting Multiple Banks in Printouts
If you need to display more than one bank account in a printout, the recommended approach is to manage this through Standard Text.
By creating a dedicated Standard Text that includes multiple bank details (for example, different currencies or branches), you can:
- Control the exact structure and formatting
- Add clear titles per bank account
- Maintain consistent layout across documents
- Update bank information in one centralized place
Once created, insert the relevant Standard Text into the printout using a Free Text parameter.
This method provides greater flexibility compared to relying on a single bank field and ensures a clean, professional presentation when multiple bank accounts must appear on the same document.