How to update banks in 1C: step-by-step instructions

It is practically impossible to work nowadays without opening a bank account. After all, cashless settlement has completely replaced cash. The section with details of banks in the 1C program is necessary in order to be able to automatically monitor changes in details. The bank classifier can be downloaded at hosting for 1C and it is also updated automatically.

We are looking for a bank classifier

There are several ways to open the bank classifier in this program. And renew banks in 1s.

Description of the first method

For example, while the details of the company are being filled out. Next, proceed as follows:

• Use the "Show all" link when one or another organization is selected in the program.

• You can use the context menu, which is usually nearby.

• In this menu there are also "Show All" links.

• The classifier opens when the selection button is pressed.

How to work with the second method?

This is done when the counterparty card is filled out.

1. We again need the function of displaying full information.

Are there any other options?

You can find the corresponding function in the document related to cash withdrawal.

If the account details are not initially displayed, you can always use the additional tabs next to the full names of counterparties and partners.

Adding a bank and entering in manual mode

A current account is a mandatory requirement when filling out data in the 1C program. You cannot do without data about the organization that was involved in account maintenance and account opening. After the first entry, the information is displayed automatically.

Banks are selected from the classifier itself, or entered manually. The program will still offer to use the classifier, even if the information is created by the user himself. But this must be rejected in order to go to the next window.

A card with two main fields appears. It is necessary to indicate the BIK together with a digital code that is individual for one or another bank. The rest of the fields are filled in depending on whether the corresponding information is available.

Загрузка bank from classifiers

This is the second option for obtaining the necessary information. While in the classifier mode, simply select the selection button. You can see that all organizations are divided into groups, depending on the regions in which they work. Search and download keys make it easier for users.

Address, territory or BIK - parameters by which the search is carried out.

Updating the classifier itself is possible in offline mode, if the corresponding file is available. After the update, the program will definitely show the number of changes made. This is necessary so that information about any details of banks always remains relevant. And corresponded to the current legislation.