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