Bank Account
Navigation
Dashboard >> Sitemap >> Masters >> Bank Account
Or
Menu Bar >> Masters >> Bank Account
Introduction / Purpose
The admin has the capability to access and review all the bank accounts that have been added to the company, including comprehensive information about each account.
Dependencies
System Performance: System should respond properly to save the bank account details in DB and system should be able to provide the saved data whenever required for other modules.
Bank Account List
There are two ways to open the list of all the added bank accounts, as mentioned and shown below.
- Click on the “Bank Account” under the “Masters” menu as shown below.
- Click on the “Bank Account” from the site map under the “Masters” module as shown below.
Bank Account Details
To View the details of a bank account, follow below steps.
Step 1: To open the Bank Account List page, follow the steps mentioned in the section “Bank Account List”.
Step 2: Click on an “Account Name” from the bank account list to view the details of the bank account, as shown below.
