Manage Bank and Bank Account Details

Amend Bank Detail

STEPS

To amend bank detail,

1. Go to the Banking module > Bank and select the Find Bank option.
   
   
2. The list of existing banks will be displayed.
   
   
3. Select the bank to amend. The bank detail form will be displayed.
   
   
4. From the Bank Detail tab, edit the bank details as necessary and save your changes before closing the form.
   
   

Amend Bank Account Detail

STEPS

To amend bank account detail,

1. Open the Bank Detail form.
   
   
2. Go to the bank account detail form by clicking either the Bank Account List tab or the Bank Account Code from the Bank Account List.
   
   
   
   
3. Edit the bank account details as necessary and save your changes before closing the form.
   
   

SEE ALSO:

Manage Bank Payments | Manage Bank Receipts | Perform Bank Reconciliation | Transfer Funds between Bank Accounts