Editing a Bank

Procedure

To edit 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 details you want to edit.
    The Bank screen appears.
  3. Click the Edit 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 Displays the bank code. Not applicable
    Description Used to specify the description for the bank. Yes
  4. Modify the required details in the Main section.
  5. Click Save.
    The changes made to the bank are saved.

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