Create A Bank

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Create Bank Details

Use the Manage Bank task to add the details of the different banks.

Here’s how you can setup the bank details:

  1. From the homepage, navigate to Setup and Maintenance > Financials.

  2. In the Show dropdown, select All Tasks.

  3. In the Search Tasks, enter Bank.

    From the list of tasks displayed select Manage Banks.

  4. Click Create.

    Enter the required bank information, such as the Country, Name, Bank Code, Taxpayer ID and Tax Registration Number.

  5. Click Save.

  6. In the Addresses section, click Create.

    Enter the bank address details such as Country, Address, City or Town, Pin Code and State.

  7. Click OK.

  8. In the Contacts section, click Create.

    In the Create Bank Contact screen, you can add the name, phone number, and address details of the contact persons in the bank.

  9. Click OK and click Save.

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