How to Add, Change or Delete Bank Categories to/from the drop down list
Open the Bank Categories window
1: Click Admin from the Menu.
2: Select Bank Categories from the drop down list - the Bank Categories List window will open.
3: If bank Categories is grayed out, this is not authorised on your system. To see how to authorise this click here.
Create a New Bank Category
1: Click New from the menu - a New Category will be created.
2: Click on the New Category and edit the description.
3: Click OK to Save and close the window.
Edit a Bank Category detail.
1: Click on the item to Edit and type the new description.
2: Click OK to save and close the window.
Delete a Bank Category detail.
1: Click the Bank Category to Delete.
2: Click Delete to DELETE the Bank Category.
3: If deleted in error, click Undelete to ABORT the deletion.
4: Click OK to close the window.
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