Enter bank details Praxis Desk Kasse

In the Bankverbindung tab of the cash register settings, you enter the bank data that appears on invoices and receipts.

Where do I find the bank details?

Open Einstellungen via the gear icon in the left menu. Select Kasse → Allgemein, then the Bankverbindung tab.

Requirements

The Allgemein menu item requires the Einstellungen verwalten permission.

Required license

With the Mandanten module, you can enter separate bank details for each tenant. The bank details entered here then serve as a fallback.

If you use the Mandanten module and have created at least one tenant, a notice appears at the top of the tab. The notice reads: "Diese Einstellung wird nur verwendet, wenn in den Einstellungen zum Mandanten keine Bankverbindung definiert wurde."

Enter bank data

In the Bankdaten hinterlegen section, fill in the following fields:

• Bankinstitut — name of the bank
• Kontoinhaber — name of the account holder
• IBAN — international bank account number
• BIC / SWIFT — bank code for international transfers

Offisy checks Bankinstitut, Kontoinhaber, and IBAN for completeness and valid format.

Save settings

Click Speichern at the bottom right. Offisy confirms with the message "Einstellungen gespeichert.".

Permissions

To open and edit the bank details, you need the Einstellungen verwalten permission.