1. Accounting
  2. Banking
  3. Financial Institution Records
  4. Viewing the List of Financial Institution Records

Viewing the List of Financial Institution Records

You can view the list of financial institution records. If a record is not complete or requires updates, you can click Edit or View next to the record in the list.

For more information on modifications you can make, see Modifying Financial Institution Records.

To view financial institution records:

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

    The Financial Institutions page appears.

  2. To filter the list of financial institutions:

    • To view a list that includes inactive records, click Show Inactives.

    • To sort by the Name column, click the column header.

  3. You can do the following:

    • Check the Inactive box to inactivate the financial institution record. You don’t need to open the record to inactivate it.

    • Click Edit next to an existing financial institution record to modify the fields on the record.

      For details, see Modifying Financial Institution Records.

      To modify or add format profiles, go to the financial institution record in View mode.

    • Click View next to an existing financial institution record to view the individual record and modify or add format profiles.

    • Click New Financial Institution to add a new financial institution record.

      The Financial Institution page appears. For more details, see Creating Financial Institution Records.

Related Topics

General Notices