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Version of 12:45, 24 June 2021 by Gelo
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Oojeema Pro Bank Job Aids
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- Last edited 3 years ago by Gelo
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Contents
Bank Job Aids
Managing Users
Adding New Bank Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Bank
- Under Bank Menu, Click Options then choose New Bank Account
- Fill up the necessary fields
- Click Send
Viewing Bank Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Bank
- Under Bank Menu, Select the Bank that needs to view its details, click the drop down arrow then choose View
Editing Bank Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Bank
- Under Bank Menu, Select the Bank that needs to update its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
Deleting Bank Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Bank
- Under Bank Menu, Select the Bank that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the deletion process