Bank

The list of banks you deal with. Used when you set up Bank Accounts and record checks and deposits.

Menu: Data › Bank

How to add a record

Required permission

Data › Bank › Create

1. Open Data › Bank.

2. In the empty row at the bottom of the list, fill in:

   Field	What to enter
   Code	A short code.
   Name	The bank name (required).
   Remarks	Optional notes.

3. Click ✔ at the end of the row to save it.

To change a record, edit it in the list and click ✔ (requires Data › Bank › Update). To delete one, click 🗑 (requires Data › Bank › Delete). You can't delete a record that's already in use.

To add many records at once, use Import in the toolbar (requires Data › Bank › Import Excel).

Example. Add BDO, BPI and Metrobank. They then appear when you set up Bank Accounts and when you record the bank of a customer's check in a Collection.

See About Data for how these lists work.