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Bank

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Bank

This maintenance screen allows users to configure and add the Bank that they will used in transaction.

Notes:

Bank Menu List
Bank Menu List


Customer Record List
Field Description Expected Output
1. Options Menu List of Options available when checking the Bank Add Bank - Allows the user to add a Bank Record
2. Search Bar Allows the user to search for an Bank Record Alphanumeric
3. Display Allows the user to filter the number of records to viewed on one page 10/15/20/50/100
4. Bank Record List List of Records of the Bank based from their Account Number, Account Name, Bank Bank List from Bank Maintenance Module
Bank Record Option List
Bank Record Option List
  • For further instructions on how to View, Edit or Delete a Bank Record, the user may visit the Bank Job aids which can be found here
Adding Bank Record
Bank Add Menu

Notes:

  • For further instructions on how to add a Bank record, the user may visit Bank Job Aids which can be found here
Bank Create Menu
Field Description Expected Output
1.Bank Name Name of the Bank Alphanumeric
2.Account Name Account Name in the Bank Record Text
3.Account No Account Number of the Bank Numeric


Bank View Record
Bank View Record

Notes:

  • User has an option to Edit or Exit the Bank Record
  • For further instructions on how to View and Edit a Bank Record, the user may visit the Bank Maintenance Module which can be found here
Modules
Maintenance Bank | Chart of Account | Tax
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Job Aid Modules
Maintenance Aids Bank Job Aids | Chart of Accounts Job Aids | Items Job Aids | Tax Job Aids
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids