Business management

How to update the bank classifier in 1C 8.3

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How to update the bank classifier in 1C 8.3

Video: Банковские выписки в 1С 8.3 Бухгалтерия 3.0 2024, July

Video: Банковские выписки в 1С 8.3 Бухгалтерия 3.0 2024, July
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Each accounting intersects with any regulated directories for reporting, preparation of payment documents. Accountants like no other face such data. 1C: Accounting 8.3 includes the classifier of banks of the Russian Federation. Why is it needed, how to update the directory for the correct operation and accounting of funds?

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The classifier of banks of the Russian Federation in 1C 8.3 is a directory of bank identification codes, representing a systematic list of participants in interbank settlements in the territory of the Russian Federation, indicating their details, classification signs and code designations. This classifier contains information on institutions and divisions of the Bank of Russia, including credit organizations, correspondent accounts in the settlement network of the central bank.

Program 1C 8.3 can load such information from external sources. The directory is single and valid throughout the Russian Federation. Serious errors in the processing of payment orders are possible without the correct filling of the details.

To load the bank classifier in the 1C program, in the bank directory, the "Add from Russian bank classifier" button is clicked . Currently loading information from the 1C ITS disk. To do this, you need a subscription to updates.

The banks classifier is updated automatically every day due to a special regulatory task. The relevance of the information on the details is important. Since mistakes often occur in filling in such a large number of numbers, which include the bank details.

How to enable the update process yourself?

  1. We open the menu "All functions". If there is no item, as it often happens, open "Service" - "Options";

  2. In the options tab that opens, check the box "Display the All functions command. " The menu item "All Functions" should appear, where the employee will be able to select any 1C: Accounting team;

  3. In the window, select the section "Directories" and then the item "Banks";

  4. In the section that opens, click "Pick";

  5. Bank classifier opens, where you need to click "Download Classifier" (can be hidden in the "More" item);

  6. Download option can be selected "From the agency’s site", "Next";

  7. We close the classifier and Synchronize (Perform) this operation so that the current changes are updated to those that were earlier.

There is also the concept of OKV - the all-Russian classifier of currencies. This is a standard, the classification of which are in circulation currencies, currency values ​​and currency funds of the countries of the world. In 1C program, classifier data is reflected in primary documents, therefore its relevance is undeniable.

To load the classifier, you need to use the button on the form of the list of Currencies "Selection from OKV". The system will automatically create a currency in the directory.

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