How to Add, Edit or Delete a Bank Branch

Open Banks window

Open Banks window

1: Click General from the Menu

2: Select Banks from the drop down list - the Banks window will open.

Select Bank

Select Bank

1: Select the Bank to Edit.

2: Click Edit from the Menu Bar - The Edit Bank window will open.

Select Branches

Select Branches

1: Click the Branches tab - the Bank Branches window will open.

Add a Branch

Add a Branch

1: Click the New Button - the New Branch window will open.

1: Complete the details for this Branch.

2: Select Category from the drop down list, To Add categories to list list see here to see how.

3: Click the check boxes to show the services available at this Branch.

4: Click OK to Save and close the window.

Change Bank Branch details

Change Bank Branch details

1: Select the branch to Edit.

2: Click the Edit button from the Menu - the Edit Branch window will open.

Edit the details

Edit the details

1: Edit the required details.

2: Click OK to Save the information and Close the window.

Delete a Branch

Delete a Branch

1: Select the Branch to Delete.

2: Click Delete to DELETE the Branch.

3: If deleted in error, click Undelete to ABORT the deletion.

Close the window

Close the window

1: Click OK to close the window.

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