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Work with bank identity (DEFD95001)

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This functionality allows you to maintain distinct bank identities (and related information). The bank identity number is used to identify the specific bank, within Germany, which is sending the statements for matching and reconciliation.

Options

Selection fields

Bank ID
This column lists the unique bank identity numbers of the corresponding banks.
Name
This column lists the respective names of the banks.
Address line 4
This column lists the respective locations of the banks.

Work with bank identity (DEFD95004)

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On this panel you maintain or add new bank identities and their related information.

Bank identity
Enter the unique bank identity number.
Address line 4
Enter the location of the bank.
Bank name
Enter the name of the bank.
Address line 1-3
Enter the additional bank address details.
Postal code
Enter the postal code of the region where the bank is located.
Own bank ID Attr
Indicate the own bank identity type.

The following values apply:

Value Description
1 Main bank
2 Subsidiary bank
Own bank ID
Enter the bank identity of the own bank. This is used for internal information for the subsidiary banks having the same bank identity as the main bank.
Own account
Indicate the own account type.

The following values apply:

Value Description
1 Automatic payments allowed for the account.
2 Automatic payments not allowed for the account.
Succession institute
Enter the description of the succession institute if the bank is not active anymore (and taken over by a succession bank).
Bank name (success)
Enter the name of the succession bank if the bank is not active anymore (and taken over by a succession bank).
Bank name (short)
Enter a short name of the bank that is to be used in the printed documents (invoice, forms, etc).
Short name (BTX)
The functionality corresponding to this field is currently not in use.
Bank ID for PAN
Enter the institution number for PAN, if the bank provides credit cards for international credit card payments.
Public bank ID
The functionality corresponding to this field is currently not in use.
BIC-code
Enter the BIC (Bank identifier code) for the bank. The BIC (or SWIFT code) is a universal method of identifying financial institutions in order to facilitate the automated processing of payments. The code specifies the bank, country, specific location and branch.
Check digit
Enter the check digit used for generating the account number.

The check digit is a numeric digit used to ensure that the account numbers are entered accurately. For instance, consider an account number as “036000241457”. The last digit is the check digit, i.e. 7, and if the other numbers are correct, then the check digit calculation must produce 7.

One of the procedures to perform the check digit calculation is illustrated below:

1 Add the odd number digits: 0+6+0+2+1+5 = 14 [Add the digits (up to but not including the check digit) in the odd-numbered positions]
2 Multiply the result by 3: 14 × 3 = 42 [Multiply by 3]
3 Add the even number digits: 3+0+0+4+4 = 11 [Add the digits (up to but not including the check digit) in the even-numbered positions]
4 Add the two results together: 42 + 11 = 53 [Add the results in step 2 & 3]
5 To calculate the check digit, take the remainder of (53 / 10), which is also known as (53 modulo 10), and subtract from 10. Therefore, the check digit value is 7.

Work with bank identity, Copy (DEFD95005)

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Bank ID
Displays the bank identity code you selected to be copied.

New bank ID
Enter the new bank identity code that you are creating.
New address
Enter the new location of the bank.

Work with bank identity, Deletion (DEFD95008)

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