Banks

Create a New Bank

1. Click the New Bank button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

3. Click the Save and Close button to save the record.

Editing a Bank

1. Select a Bank item in the viewer and click the Edit button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

3. Click the Save and Close button to save the record.

Deleting a Bank

1. Select a Bank in the viewer and click the Delete button on the toolbar.

2. Answer Yes to the confirmation prompt to remove the Bank.

Removing a Bank will remove any related records linked to that Bank.

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