Banks

Banks  is available under Administration

Create a New Bank

1. Click the New Bank button on the tool bar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

3. Click the Save and Close button to save the record.

Editing a Bank

1. Select a Bank item in the viewer and click the Edit button on the tool bar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

3. Click the Save and Close button to save the record.

Deleting a Bank

1. Select a Bank in the viewer and click the Delete button on the tool bar.

2. Answer Yes to the confirmation prompt to remove the Bank.