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How To

Banks


Home  Support  Documentation  Banks


Adding a New Bank

1. Click the Add Bank button on the toolbar.

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

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

 

Editing a Bank

1. Select a bank in the viewer and click the Edit button on the toolbar. The Bank Editor opens.

2. Modify the details and click the Save and Close button to update the modifications.

 

Deleting a Bank

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

2. Click the Yes button to confirm. The selected bank is deleted.

 

Note that removing a bank will remove all the related records..

These operations are available only to Administrators.

 

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