Banks

Click on System Administration from the menu items; System Administration -->Setup--> Banks.

The following screen opens up as the available Banks are displayed: 

 

Creating a Bank

Click the Add New icon to open the following window:

On the above screen:

Name - Type in the bank's Name in the respective field.

Code - Type in the bank's Code in the field. 

Branch Details Pane:

Name - Type in the bank's branch Name in the respective field.

Code - Type in the bank's branch Code in the field. 

Address Line 1 - Type in the bank's branch Address Line 1 in the field. 

Address Line 2 - Type in the bank's branch Address Line 2 in the field. 

Physical Address - Type in the bank's branch Physical Address in the field. 

Postal Code - Type in the bank's branch Postal Code in the field. 

Email - Type in the bank's branch Email in the field. 

Land line - Type in the bank's branch Land line in the field. 

Mobile Line - Type in the bank's branch Mobile Line in the field. 

Click add to commit the branch to the branches tab just below:

In case of an erroneous entry, right click on an entry to remove:

 

Once done click on create and the following screen should pop up once successful. 

 

 

Editing a Bank

In order to edit an existing Bank, right-click on the item you want to edit, then click on the edit icon that appears as shown below:

The following screen will pop up:

On the above screen, edit the necessary fields accordingly.

 

Once you're done editing, simply click on update and the following window will pop up if successful: 

Remember to make use of the Search and Items Per Page function when searching:

You can select up to 1000 items to be viewed in one page:

The search bar with the icon adjacent to the right: