Q & A

Do I only need RecXpress for Bank Services?
Besides a lanpac, yes you only need RecXpress for Bank Services

If my bank is not listed how can I get it added to the list?

If you want your bank statement format included in the list of formats available for RecXpress, you need to supply Peresoft with the following information:

A detailed record layout of your bank statement format which can be obtained from your bank.

The record types you are importing, e.g. bank charges, forex, interest, etc.

A sample file (for testing) which consists of at least 20 records and a wide assortment of the different types of entries.

The name of both the bank and the import being used. This name will be used in the drop down combo box on the RecXpress Options screen.

The serial number of the RecXpress purchased by the client. Peresoft will only write the interface to the bank statement format for clients who have already purchased the RecXpress. This will ensure development costs of the new bank statement interface is covered. All new banks are automatically included in the updates to RecXpress which is available to all users within the region.

Will it cost anything extra to get my bank added?

When you purchase RecXpress it entitles you to get Peresoft to add two new formats if required to the list of custom formats available. Thereafter Peresoft will consider a small extra charge to add more formats.

I already have Cashbook lanpacs. Do I need to purchase more lanpacs for RecXpress for Bank Services

No, you can use existing Cashbook lanpacs.

Can I use Sage ERP Accpac's existing sample data?

Yes, just following these simple steps to install sample data for RecXpress for Bank Services.

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