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How to: Create Remittance Accounts

You must create one remittance account for each bank account where payment is made. If an account is used to make payments to both domestic and foreign vendors, this account must be created two times—one time for domestic payments and one time for foreign payments.

Note

The currency used for the bank account should be the same as the currency that the bank is using for this account. Exchange rates are based on the currency of the account and calculations are based on this currency.

To create a remittance account

  1. In the Search box, enter Remittance Account Overview, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. In the Remittance Account window, on the General FastTab, fill in the fields as described in the following table.

    Field Description

    Code

    Specify the identification code for the account.

    Remittance Agreement Code

    Select the agreement to which the account is connected.

    Type

    Select the payment type. Payment types include Domestic, Foreign, and Payment Instr.

    If remitting to Bankernes Betalingssentral (BBS), you can only choose Domestic.

    Description

    Specify the description of the account.

    Bank Account No.

    Specify the account number of the bank.

    BBS Agreement ID

    Specify the agreement identification for each account in BBS.

  4. On the Finance FastTab, fill in the fields as described in the following table.

    Field Description

    Account Type

    Select the account type. Account types include Finance account and Bank account.

    Account No.

    Specify the account number depending on your selection in the Account Type field.

    Charge Account No.

    Specify the account number for the charge account.

    Round off/Divergence Acc. No.

    Specify the finance account to post the difference as a result of rounding.

    Max. Round off/Diverg. (LCY)

    Specify the maximum rounding or difference, which is accepted by settlement return.

    Document No. Series

    Specify the number series to be used when you post payments by using the remittance system.

    New Document Per.

    Select how documents will be numbered when you post a payment:

    • Date - A new document is numbered according to the date the payment is made.

    • Vendor - A new document is numbered according to the vendor.

    Return Journal Template Name

    Specify the general journal template to which settled payments are transferred.

    Return Journal Name

    Specify the general journal batch to which settled payments are transferred.

  5. On the Domestic FastTab, fill in the fields as described in the following table.

    Field Description

    Recipient ref. 1 - Invoice

    Specify the text that will print on the payment invoice.

    Recipient ref. 2 - Invoice

    Specify the text that will print on the payment invoice when deducting a credit memo.

  6. On the Foreign FastTab, fill in the fields as described in the following table.

    This information is only used if the account is used for foreign payments. For remittance to BBS, do not use this tab.

    Field Description

    Currency Code

    Specify the currency that is used for the bank account.

    If the account is a currency account, the currency code must be given.

    Recipient Ref. Abroad

    Specify the template text that displays on the vendor card. This field is for foreign payments only.

    Futures Contract No.

    Specify the number of the futures contract, if the transaction is linked to a futures contract.

    Futures Contract Exch. Rate

    Specify the exchange rate for the futures contract.

  7. Choose the OK button.

See Also

Tasks

How to: Set Up Remittance Agreements
How to: Set Up Vendors for Remittance
How to: Create Remittance Suggestions
How to: Create Manual Remittance Payments
How to: Set Up Payment Line Information
How to: Test Remittance Payments
How to: Export Remittance Payments
How to: Import Payment Return Data
How to: Delete Remittance Payment Orders
How to: View Remittance Error Codes
How to: Cancel Payments

Concepts

Electronic Payments to Vendors in Norway
Recipient Reference Codes
Types of Payment Returns Files
Remittance Errors