Add bank information
This part of the guide explains how to add bank information.
Note that you must enter at least two records.
Step 1 - Go to the Bank Information popup window
- Click the Add button. This action opens the Bank Information popup window;
Step 2 - Add bank information
- Go to the Bank Information section and fill out the required fields (identified by a red asterisk *). For example, Bank Name, Branch Name, etc.;
- Enter more details, if required;
- Click the Save button. This action confirms the addition of the bank information and updates the Bank Information page (the navigation train button becomes green);
- Click the Next button to go forward to the next step: Assets