Add, Edit or Delete Banks Main Office information
Open Banks window
1: Select General from the Menu.
2: Select Banks from the drop down list - the Banks window will open.
Add a Main Office
1: Click New Main Office button - the New Main Office window will open.
Enter the Bank's Details
1: Enter the Bank's Name and Address.
2: Select the Bank Category from the drop down list. To edit this list click here to see how.
3: Enter contact details.
4: Enter FSA information if you have it or need it.
5: Select the services offered by this bank by clicking the check boxes.
6: Click this check box if you wish to display this bank in BOLD.
To see how to Add a 2nd Address, click here.
7: Click OK to Save the details and close the window.
Note: If the postcode is incorrect, you will receive the following error when clicking OK:
Incomplete Postcode Error
Edit Bank Main Office details
1: Select Bank Main Office to Edit.
2: Click Edit from the Menu - the Bank details window will open.
Edit required details
1: Edit the required details.
To see how to Edit a 2nd Address click here
2: Click OK to Save the changes and close the window.
Delete a Bank Main Office
1: Select the Bank Main Office to be deleted.
2: Click Delete to DELETE the Bank Main Office.
3: If deleted in error, click Undelete to ABORT the deletion.
Close the window
1: Click OK to close the window.
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