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If the copy Live to Test feature is done, this step will be different.


Step 7 -  Set Set up bank accounts / cheques / receipts / tax in the Test environment

The Bank tab in Accounts is where the bank account details are entered (account name, account number etc), the receipt clearing account is linked, and cheque and receipt details set.

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If receipts are going to be entered, complete the steps for setting up Receipting as per Set up Receipting


If the tax function is required, complete the steps as per Set up Tax


Step 8 - Set up the statements and interest features in the Test environment

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