[et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#50514f” width=”100%” max_width=”100%” height=”240px” height_tablet=”auto” height_phone=”auto” height_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” max_width=”100%” custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_search placeholder=”Keywords…” _builder_version=”4.18.0″ _module_preset=”default” form_field_background_color=”#FFFFFF” button_font=”|600|||||||” width=”70%” width_tablet=”70%” width_phone=”90%” width_last_edited=”on|phone” module_alignment=”center” border_radii=”on|2px|2px|2px|2px” border_width_all=”0px” global_colors_info=”{}” button_color__hover_enabled=”on|hover” button_color__hover=”#bbbbbb” button_text_color__hover_enabled=”off|desktop” button_text_color__hover=”#ffffff”][\/et_pb_search][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,3_4″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” disabled_on=”on|on|on” module_id=”float” _builder_version=”4.21.0″ _module_preset=”default” background_color=”#50514f” width=”300px” custom_margin=”|-225px|||false|false” custom_margin_tablet=”|10%||10%|false|false” custom_margin_phone=”|10%||10%|false|false” custom_margin_last_edited=”on|desktop” custom_padding=”0px||0px||false|false” border_radii=”off|10px|||10px” disabled=”on” locked=”off” global_colors_info=”{}” custom_margin__hover_enabled=”on|hover” custom_margin__hover=”|0px|||false|false” custom_css_before__hover_enabled=”off|desktop” custom_css_main_element__hover_enabled=”off|desktop” custom_css_main_element__hover=”position: fixed;”][et_pb_column type=”1_4″ module_class=”flex” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”|600||on|||||” text_text_color=”#FFFFFF” text_font_size=”16px” text_letter_spacing=”1px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n
menu<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion _builder_version=”4.21.0″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_accordion_item open=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” disabled_on=”off|off|off” _builder_version=”4.18.0″ _module_preset=”default” width=”68%” width_tablet=”76%” width_phone=”100%” width_last_edited=”on|phone” module_alignment=”center” custom_margin=”-40px||||false|false” custom_margin_tablet=”-40px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”60px||60px||true|false” custom_padding_tablet=”50px||0px||false|false” custom_padding_phone=”30px||30px||true|false” border_radii=”on|2px|2px|2px|2px” global_colors_info=”{}”][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” header_font=”Raleway||||||||” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_font_size=”19px” header_2_font=”Raleway|600|||||||” header_2_text_color=”#888888″ global_colors_info=”{}”]<\/p>\n
4. Cash the deposit<\/a><\/ul>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n This guide explains how to add a banking relationship in the software. Generally, an MCA Concept employee takes care of setting up the banking relationships when the software is installed, but you can add or modify them yourself.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_id=”Acompte” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_id=”#CreerUnPaiement” _builder_version=”4.21.0″ _module_preset=”default” header_2_font_size=”24px” header_3_font_size=”24px” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”In the payment section of your quote, you can generate down payments. Click on %22New deposit%22.” content_phone=”In the payment section of your quote, you can generate down payments. Click on %22New deposit%22.” content_last_edited=”off|desktop” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Go to “Administration” and click on “Relationships and bank accounts”.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/erp-crm-suisse.com\/wp-content\/uploads\/2023\/06\/relation-bancaire-menu-2.png” align=”center” _builder_version=”4.21.0″ _module_preset=”default” border_width_all=”1px” border_color_all=”#242424″ global_colors_info=”{}”][\/et_pb_image][et_pb_image src=”https:\/\/erp-crm-suisse.com\/wp-content\/uploads\/2023\/06\/relations-bancaires.png” align=”center” _builder_version=”4.21.0″ _module_preset=”default” border_width_all=”1px” border_color_all=”#242424″ global_colors_info=”{}”][\/et_pb_image][et_pb_text content_tablet=”<\/p>\n There are two possible scenarios: Here :<\/p>\n 1. Click on the pen to modify the information of an existing banking relationship;<\/p>\n OR<\/p>\n 2. Click on %22New: banking relationship%22 to add a new relationship.<\/p>\n ” content_phone=”<\/p>\n There are two possible scenarios: Here :<\/p>\n 1.<\/strong> Click on the pen to modify the information of an existing banking relationship;<\/p>\n OR<\/p>\n 2.<\/strong> Click on %22New: banking relationship%22 to add a new relationship.<\/p>\n ” content_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n There are two possible scenarios: Here :<\/p>\n 1. Click on the pen to modify the information of an existing banking relationship;<\/p>\n OR<\/p>\n 2. Click on “New: banking relationship” to add a new relationship.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/erp-crm-suisse.com\/wp-content\/uploads\/2023\/06\/fiche-relation-bancaire.png” align=”center” _builder_version=”4.21.0″ _module_preset=”default” border_width_all=”1px” border_color_all=”#242424″ global_colors_info=”{}”][\/et_pb_image][et_pb_text content_tablet=”To set up the banking relationship :<\/p>\n 1. Add a code for the banking relationship (usually %22001%22, %22002%22, etc.);<\/p>\n 2. Add the name of the bank (UBS, Postfinance, etc.);<\/p>\n 3. Add the bank's BIC\/Swift ;<\/p>\n 4. Add the bank clearing ;<\/p>\n 5. Add the bank abbreviation (UBS, RAIFF, BCV, BVN, PF, etc.);<\/p>\n 6. Add the bank's full name;<\/p>\n 7. Add the bank's postal code ;<\/p>\n 8. Add the bank location;<\/p>\n 9. If necessary, change the bank's country;<\/p>\n 10. Select the address for payment orders ;<\/p>\n 11. Click on the %22Save%22 button to confirm your changes.<\/p>\n Once a banking relationship has been added, you can move on to adding the bank account(s) in the section at the bottom of the page. To find out how to proceed, please refer to the %22Add a bank account%22<\/a> guide.<\/p>\n ” content_phone=”To set up the banking relationship : 2.<\/strong> Add the name of the bank (UBS, Postfinance, etc.);<\/p>\n 3.<\/strong> Add the bank's BIC\/Swift ;<\/p>\n 4.<\/strong> Add the bank clearing ;<\/p>\n 5.<\/strong> Add the bank abbreviation (UBS, RAIFF, BCV, BVN, PF, etc.);<\/p>\n 6.<\/strong> Add the bank's full name;<\/p>\n 7.<\/strong> Add the bank's postal code ;<\/p>\n 8.<\/strong> Add the bank location;<\/p>\n 9.<\/strong> If necessary, change the bank's country;<\/p>\n 10.<\/strong> Select the address for payment orders ;<\/p>\n 11.<\/strong> Click on the %22Save%22 button to confirm your changes.<\/p>\n Once a banking relationship has been added, you can move on to adding the bank account(s) in the section at the bottom of the page. To find out how to proceed, please refer to the %22Add a bank account%22<\/a> guide.<\/p>\n ” content_last_edited=”on|phone” _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]To set up the banking relationship :<\/p>\n 1. Add a code for the banking relationship (usually “001”, “002”, etc.);<\/p>\n 2. Add the name of the bank (UBS, Postfinance, etc.);<\/p>\n 3. Add the bank’s BIC\/Swift ;<\/p>\n 4. Add the bank clearing ;<\/p>\n 5. Add the bank abbreviation (UBS, RAIFF, BCV, BVN, PF, etc.);<\/p>\n 6. Add the bank’s full name;<\/p>\n 7. Add the bank’s postal code ;<\/p>\n 8. Add the bank location;<\/p>\n 9. If necessary, change the bank’s country;<\/p>\n 10. Select the address for payment orders ;<\/p>\n 11. Click on the “Save” button to confirm your changes.<\/p>\n Once a banking relationship has been added, you can move on to adding the bank account(s) in the section at the bottom of the page. To find out how to proceed, please refer to the “Add a bank account”<\/a> guide.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” width=”90%” max_width_tablet=”” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”50px||||false|false” custom_margin_tablet=”50px||||false|false” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|desktop” custom_padding=”||||false|false” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|tablet” disabled=”on” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_margin_last_edited=”off|phone” custom_padding=”30px|30px||30px|false|true” custom_padding_tablet=”30px|30px||30px|false|true” custom_padding_phone=”100px|30px||30px|false|true” custom_padding_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|tablet” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” header_3_font=”Raleway||||||||” header_3_font_size=”20px” custom_padding=”|30px|30px|30px|false|true” custom_padding_tablet=”70px||||false|true” custom_padding_phone=”50px|30px|30px|30px|false|true” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_padding=”30px|30px||30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|phone” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” header_3_font=”Raleway||||||||” header_3_font_size=”20px” custom_padding=”|30px|30px|30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” width=”30%” width_tablet=”60%” width_phone=”90%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” disabled=”on” saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_padding=”30px|30px||30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|phone” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|30px|30px|30px|false|true” custom_padding_tablet=”60px||||false|true” custom_padding_phone=”60px|30px|30px|30px|false|true” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.18.0″ _module_preset=”default” width=”30%” width_tablet=”60%” width_phone=”90%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” module_alignment_tablet=”center” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” disabled=”on” saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” border_radii=”on|2px|2px|2px|2px” border_color_all=”rgba(0,0,0,0.3)” global_colors_info=”{}”][et_pb_text disabled_on=”on|on|off” _builder_version=”4.18.0″ _module_preset=”default” text_font=”Raleway||||||||” custom_padding=”30px|30px||30px|false|true” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text content_tablet=”<\/p>\n ” content_phone=”<\/p>\n ” content_last_edited=”on|phone” module_class=”arr-bullet-1″ _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”|30px|30px|30px|false|true” custom_padding_tablet=”60px||||false|true” custom_padding_phone=”60px|30px|30px|30px|false|true” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|off|off” _builder_version=”4.18.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” height=”50px” custom_padding=”||0px|||” global_colors_info=”{}”][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" menu1. Create a deposit 2. Confirm deposit 3. Send deposit invoice 3.1. Send by post 3.2. Send by e-mail 4. Cash the depositAdd a banking relationshipTable of contents 1. Create a deposit 2. Confirm deposit 3. Send deposit invoice 3.1. Send by post 3.2. Send by e-mail 4. Cash the depositThis guide explains how to […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-71654","page","type-page","status-publish","hentry"],"yoast_head":"\n1. Add a banking relationship<\/h2>\n
\n– The list contains one or more banking relationships already set up.
\n– The list contains a default bank relationship to be modified.<\/p>\n
\n– The list contains one or more banking relationships already set up.
\n– The list contains a default bank relationship to be modified.<\/p>\n
\n– The list contains one or more banking relationships already set up.
\n– The list contains a default bank relationship to be modified.<\/p>\n
\n1.<\/strong> Add a code for the banking relationship (usually %22001%22, %22002%22, etc.);<\/p>\nMost viewed posts :<\/h3>\n
Most viewed posts :<\/h3>\n
\n
Most viewed posts :<\/h3>\n
\n
\n
Latest posts added:<\/h3>\n
Latest posts added:<\/h3>\n
\n
Latest posts added:<\/h3>\n
\n
\n
Latest posts added:<\/h3>\n
Latest posts added:<\/h3>\n
\n
Latest posts added:<\/h3>\n
\n
\n
Related articles :<\/h3>\n
Latest posts added:<\/h3>\n
\n
Latest posts added:<\/h3>\n
\n
\n