Bank Function - View Scenarios

Scenario 1: View Bank Codes and Details

Details

Step 1

From the Tree Menu, search for the Bank function, and then click once on it.

Step 2

By default, system will open up the screen with unfiltered data.

Note:

  • All the available bank or financial institution records will be listed.

  • User needs to either go through the entire list or input values into the relevant search criteria fields and then click once on the Refresh button.

Step 3

Click on the Details icon of a bank or financial institution code.

Step 4

The details of the selected bank or financial institution code, will be displayed at the Bank Details window.