Copying a Bank

Instead of creating a bank from scratch, you can create a new bank using an existing bank. This is possible through copying a bank. On copying a bank, the bank accounts are also copied to the new bank. You can then edit the details, if required.

Prerequisites

To copy a bank, you should have:

  • Bank (whose copy you want to create) defined in the application

Procedure

To copy a bank:

  1. Search for the bank in the Bank screen.
  2. In the Search Results section, click the link in the Description column corresponding to the bank whose copy you want to create.
    The Bank screen appears.
  3. Click the Duplicate button in the Bank zone.

    The Bank screen appears. It contains one section named Main which has the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Bank Code Used to specify the bank code. Yes
    Description Used to specify the description for the bank. Yes
  4. Enter the required details in the Main section.
  5. Click Save.
    The new bank is defined.

Related Topics

For more information on... See...
How to search for a bank Searching for a Bank
Bank screen Bank (Used for Viewing)
Bank zone Bank