Introduction/Purpose

The Bank Accounts module serves as a centralized repository for storing vital information regarding various bank accounts. The purpose of this module is to facilitate the recording and tracking of transactions associated with each bank account. By efficiently managing this data, organizations can ensure transparency, accuracy, and security in their financial operations.

How to Navigate:

The navigation to bank accounts module in smart station are as follows:

• Click on the menu and master tab, which is located at the left side of the screen, and then click on the bank accounts section. After clicking on this, the user can navigate to the bank accounts listing page.

Listing:

The bank accounts module allows users to add and view the bank accounts created in the system. The key feature of bank account module listing are as follows:

• Advance Search
  This option allows user to filter data with single or Multiple criteria in Column Name with options like
  • Equal
  • Not Equal
  • Begins 
  • Does Not Begin with
  • Ends With
  • Does Not End with
  • Contains 
  • Does Not Contain
• Show all listing records:-
  This option allows the user to clear all Filters and display all records on the Listing page.
• Hide/Show Columns
  This option allows users to customize columns by adding/removing columns to display from the Listing page.
  • In this option user have to select column which they want to view in the list , if the user uncheck/unselect all column then system will give error message that “Please check at least one column”
  • The user can view following action in this section
    • Ok :- On clicking the “Ok” button, the user can submit the checked option, and based on the selection, the column will display to the user in the list
    • Cancel :- On clicking this button the user can cancel the check column.
• Export Data
  Selected records, current page records, or all records can be exported by users with listed columns or all columns to a spreadsheet or other file format for further analysis or reporting.
• Change View
  The change view option allows users view bank accounts list as below:
  • Table View
  • List View

Recording and Updates:

The user can add a bank account record by clicking on the “Add Bank Account” button and by entering the below fields:

• Company Name: The company associated with the bank account. (Default Set).
• Location Name: Specify the location or branch name related to the bank account. (Default Set).
• Bank: Select the name of the bank where the account is held.
• Account Name: Provide the name associated with the bank account.
• Account Number: Input the unique account number associated with the bank account.
• Currency: Choose the currency type for the bank account.
• Status: Specify the current status of the bank account (e.g., Active, Inactive).
• Documents: Attach any relevant documents or files related to the bank account.

This option allows the user to perform the following action in this section.

• Save : Allows the user to record the bank account details in the system.
• Discard: Allows the user to discard the bank account details in the system.