1. Must have Directors,Manager and Secretary added to People in Entity.

2. Must assign the Checker and Maker status to the appropriate Director or/and Manager.

3. Must have added the Bank information at Agent & Addresses.

Follow these steps to generate the letter;

  1. First you must select the Entity.
  2. Then go to General > Agent & Address to add the Bank information there. Read here to add the Bank.
  3. Select the Bank at its checkbox and click Generate button.
  4. A modal will appear on your screen. Search for keyword Maybank.
  5. Select the Maybank Opening Account Declaration Letter and click Generate button.