BizDoc Software Online Help Documentation

Note: The description of each Professional Resource form is very similar. If you are going through Help forms one-by-one you may want to read about one of the Professional Resources then skip to the Other Resources form.

Purpose: Bank information is needed in many of the documents generated by the application. The Banker form eliminates duplication of data, reduces the possibility of errors, and reduces the amount of time needed to produce documents.

Overview: To add a record, press the New button on the standard toolbar. The new record that is generated is titled New Banker Record. Click in the Bank textbox and enter the name of the Bank. The initial ‘** No Banker **’ record must remain an option for companies that do have a banker, which admittedly is not likely, so this record can not be modified or deleted.

Fill in the data including the appointment date which is the date of the directors’ resolution documenting the appointment of the bank as the commercial bank for the selected company. Enter the account number and account name. Add as many bank records as needed for all the companies in the database.

All of the banks are displayed in the bank list. When a different company is selected using the company tabs at the top of the form, the bank for the company is selected in the list and the bank’s data appears on the form. To select a different bank for a company just click on the name of the bank in the list while the company name is selected in the company tabs. If a company does not have a commercial bank, select the ‘** No Bank **’ option.

Related Information:

1. Adding a Banker Record
- Use Standard Toolbar ADD button or
- Use the Add Bank Record option under File in the main menu at the top of the form

2. Deleting a Banker Record
- Use Standard Toolbar DELETE button or
- Use the Delete Selected Bank option under File in the main menu at the top of the form

3. Modifying a Banker Record
- Use Standard Toolbar SAVE button or the
REVERT button or
- Use the SAVE or REVERT options under File in the main menu at the top of the form

4. Recording Navigation
- The First/Prior/Next/Last buttons move through the banker records in the order they were entered

5. List and Find
- The ‘List’ option displays the names of banks
          Selecting a name in the list displays that
          record on the form.
- The ‘Find’ option locates banker records by
          City
          Banker
          Bank

6. Reports The following reports are accessible from the Reports option on the main menu. While moving from one form to another the report options change.

- Banker Profile for the Selected Company
- Bankers by Company
- Companies by Banker

Company Tabs: Use these tabs to navigate through the companies in the database. When a company name is selected, the bank representing the company is selected in the banker list.
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Resource Tabs: This is a set of tabs located under the company tabs that display the professional resource pages.The Other Resources tab displays web links to topics important to LLCsand corporations including the SEC web site and Secretary of State web sites.
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Bankers: List of all bankers in the database. Select a company tab at the top of the form then select one of the banks in this list. The selected bank name is then associated with the selected company. Each time a company tab is selected the banker information appears on the form for the bank that is associated with the selected company.
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Web Resources: Internet web link to a page that provides information specific to banks that deal with LLCs and corporate clients.
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Date Appointed: The date the board of directors approved a resolution appointing the selected bank to represent the company.
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Account Name & Number: The checking account name and number for the selected company at the selected bank.
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Email Button: Click this button to send an email message to the selected banker. Your email software must be MAPI compliant to use the app for emailing. MAPI is supported by: Outlook, Outlook Express, Netscape, Eudora, and Groupwise.
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Banker: The bank textbox should contain the name of the bank while the Banker textbox contains the name of the bank representative that services the company’s account.
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Notes: You can keep notes for the selected broker for the selected company.
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Email Address: Email address for the bank. This is required if you want to send emails to the banker using the Email Button.
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Adding a Banker Record: Click the Add button on the standard toolbar to add a record to the banker list.
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Deleting A Banker Record: Press the Delete button on the standard toolbar to delete the selected bank record. If the bank record being deleted is associated with a company in the database, the name of the company’s bank will change to the ‘ No Banker ’ option.
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Email Button: Click this button to send an email message to the selected banker. Your email software must be MAPI compliant to use the app for emailing. MAPI is supported by: Outlook, Outlook Express, Netscape, Eudora, and Groupwise. GO TOP

Banker: The bank textbox should contain the name of the bank while the Banker textbox contains the name of the bank representative that services the company’s account. GO TOP

Notes: You can keep notes for the selected broker for the selected company. GO TOP

Email Address: Email address for the bank. This is required if you want to send emails to the banker using the Email Button. GO TOP

Adding a Banker Record: Click the Add button on the standard toolbar to add a record to the banker list. GO TOP

Deleting A Banker Record: Press the Delete button on the standard toolbar to delete the selected bank record. If the bank record being deleted is associated with a company in the database, the name of the company’s bank will change to the ‘** No Banker **’ option. GO TOP