Modifying Financial Institution Records

You can modify fields and add additional format profiles to existing financial institution records.

Note:

If you are using the provisioned financial institution record from the Bank Feeds SuiteApp, you cannot modify any fields. However, although the record is bundled with two format profiles, you can add additional format profiles.

To modify financial institution records:

1. Go to Setup > Accounting > Financial Institution > List.

   NetSuite displays the Financial Institutions page.

2. Next to the financial institution record you want to modify, click Edit.

   NetSuite opens the Financial Institution page for editing.

3. For a financial institution record you have created, you can modify the following:

   • Financial Institution field

   • Description field

   • Inactive box for the financial institution record

   Note:

   To modify or add format profiles, the financial institution record must be in View mode.

4. Click Save.

Related Topics

• Financial Institution Records
• Creating Financial Institution Records
• Format Profile Creation
• Modifying Format Profiles
• Deleting Financial Institution Records
• Deleting a Format Profile
• Viewing the List of Financial Institution Records

General Notices