Banks

Banks

Banks is the reference screen for maintaining the bank entries available in your configuration. Open the Banks page from the configuration area. This page covers the Banks entity tab only; Bank accounts has its own fields and maintenance actions.

Before you start

You need access to the configuration area. Your company setup determines which Banks fields and actions are available.

Prerequisites

• Sign in before opening the page.
• Have the bank details ready for the three fields listed in the next section.
• Use the headers and actions visible in your list.

The page requires signed-in access. Read the labels currently shown rather than assuming that another configuration page has the same layout.

Find the Banks list

The Banks list is the starting point for reviewing or maintaining bank reference entries.

Prerequisites

• You have signed in.
• You know whether you are reviewing the list or maintaining an existing entry.

Steps

1. Open the Banks page from the configuration area.
2. Check the list headers for Bank short name, Bank full name, and SWIFT code.
3. Check whether the list contains rows or displays No data and Count: 0.

Result: The Banks list is open, and its visible headers and row count identify the list state.

Understand the Banks screen

The Banks screen presents three bank-identification fields in the list and in the new or edit form.

Fields

The first field to receive focus is Bank short name.

The list shows the same three headers: Bank short name, Bank full name, and SWIFT code. The form applies a restricted-character pattern to its text boxes.

The list also carries hidden ordering, record-identifier, and company-association values. You work with the three fields above; those hidden values are not form fields. This list has no filtering controls in its column headings or rows, and it shows all entries on one page in this configuration.

No dialog is open when the main list is first displayed.

You can now choose the maintenance action that matches your task.

Maintain bank entries

Maintaining a bank entry means creating a new entry, changing an existing entry, removing an entry when deletion is allowed, or exporting the list.

Add or update a bank entry

Add a new bank or correct an existing bank entry here.

Prerequisites

• The Banks list is open.
• New is available for a new entry, or an existing row has its edit control for an update.
• You have the values for Bank short name, Bank full name, and SWIFT code.

Steps

1. Choose the entry you want to maintain.

   Task	Select
   Create a bank entry	New
   Change an existing bank entry	The edit control in that row

2. Enter the short name in Bank short name.

3. Enter the full name in Bank full name.

4. Enter the bank identifier in SWIFT code.

5. Select OK to submit the entry.

Result: The new or updated bank entry is submitted and the list refreshes after the save completes.

Remove a bank entry

Remove a bank entry when the row is no longer needed and deletion is available.

Prerequisites

• The Banks list contains the row to remove.
• The row's delete control is available.
• More than one row exists when the deletion request is sent.

Steps

1. Select the row's delete control.

2. Read the confirmation prompt, Are you sure you want to delete this item?.

3. Choose the outcome.

   Task	Select
   Keep the bank entry	Cancel
   Remove the bank entry	Delete

Result: The confirmation closes. The row remains after Cancel, or is removed after Delete when the request is accepted.

Export the Banks list

Export the Banks list when you need a copy of it.

Prerequisites

• The Banks list is open.
• Export is available.

Steps

1. Select Export.

2. Read the Exporting List: dialog title.

3. Choose the export outcome.

   Task	Select
   Export the list to Excel	Export to Excel
   Leave the list unchanged	Cancel

4. If you selected Export to Excel, select Export.

Result: The list is exported after you select Export, or the dialog closes without confirming the export after you select Cancel.

Handle availability branches

The actions on the Banks screen depend on access, subscription, permissions, button visibility, and the number of rows in the list.

The New action is available when the page is not replaced by the subscription surface and the new action is not hidden. The row's edit control depends on edit permission. The delete menu depends on delete permission, and the delete request is sent only when more than one row exists.

When maintenance goes wrong

Use the message text to identify the point at which the action stopped, then correct the related field or choose the appropriate list action.

The main list can also show the sign-in surface with Email, Password, and Login. Sign in before continuing to the Banks list.

Continue from Banks

After maintaining the Banks reference list, continue with the finance configuration or workflow that uses the related information.

The Banks page ends at the reference-list maintenance task. Its list, form, delete menu, and export dialog are the surfaces used to maintain this entity.