Documentation | User Guide

Documentation | User Guide

Create banks

This part of the guide explains how to create a bank.

SIGTAS allows the administrator to translate banks into the local language of his choice. When this is the case, a dynamic icon, located to the right of the field to be translated, indicates that a translation is possible. For further instructions, please click on the following link: Translate from the Translation popup window.

Step 1- Go to the page List of Banks

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Payment/Transaction option;
  4. Click the Banks menu. This action opens the List of Banks page (509:16100);

Step 2 - Create a bank

  1. Click the Create button. This action opens the Bank popup window;
  2. Fill out the required fields (identified with a red star *). For example, Description, Bank Code, etc.;
  3. Click the Save button. This action confirms the creation of the bank, assigns a bank number and updates the List of Banks page (509:16100).