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Configure Banks

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2 min readUpdated

Administrator Guide › Configuration › Finance settings

Finance settings — Configurations › Finance Settings › Banks
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Overview

Use the Banks page in Finance settings to maintain the bank reference records used by the finance configuration area. Finance administrators use this page when a bank must be added to the available bank list or when existing bank identification details must be reviewed. Bank records are identified by Bank short name, Bank full name, and SWIFT code.

Before you start

You must be signed in to access Finance settings and the Banks page.

Note: The bank configuration form enforces required-field validation. Complete all fields marked as required when entering bank information.

Steps

  1. In the application navigation, select Configurations, then select Finance Settings.

  2. Select Banks to open the bank configuration list.

  3. Review the existing bank records using the Bank short name, Bank full name, and SWIFT code columns. Use these values to identify the appropriate bank record before creating another entry.

  4. To begin adding a bank record, select New.

  5. Enter the required bank information in the bank configuration form. Ensure that values meet any format validation displayed by the form.

  6. Return to the Banks list to verify that the bank configuration is available for review.

Tips & cautions

Tip: Use a clear Bank short name so that finance users can distinguish bank records quickly in lists.

Warning: A field with the validation message “This Field Is Required” must be completed before the bank configuration can be finalized.

Note: One bank configuration field accepts only a specific format. Follow the format validation shown in the form when entering the value.

Troubleshooting

  • You cannot open Finance settings or Banks → You are not signed in → Sign in, then navigate to Configurations > Finance Settings > Banks.

  • The form displays “This Field Is Required” → Required bank information has not been entered → Complete the required fields and continue configuring the bank record.

  • A bank record cannot be identified in the list → The available identification values are insufficient for comparison → Review Bank short name, Bank full name, and SWIFT code for the existing records.

Result

The Banks page is available for reviewing existing bank records and starting a new bank configuration.

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