# Configure Banks

_Administrator Guide › Configuration › Finance settings_

![Configure Banks](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3446b56f8e23db936673506eba7d0dd0.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.65%2C%22y%22%3A4.86%2C%22w%22%3A7.31%2C%22h%22%3A4.55%2C%22label%22%3A%224%20%20New%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A88.3%2C%22y%22%3A7.13%7D%5D%7D)
*Finance settings — Configurations › Finance Settings › Banks*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0eeef16a6e5244c6ab3361ed09b8866e.png)

## 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.

## Related pages

- [Configure Bank Accounts](doc:bank-accounts)
- [Configure Invoice Settings](doc:invoice-settings)
- **Configuration — Learning Path**
- [Configure LGs Facilities](doc:lgs-facilities)
- **Close Invoice
- Setup Payment Milestones**
- [Process Payment](doc:task-process-payment)
- [Configure 2 Factor Authentication](doc:2-factor-authentication-guide)
- [Configure Account Managers](doc:account-managers)
- [Configure Attachment Categories](doc:attachment-categories)
- [Configure Branches](doc:configuration-company-branchs-edit-record)
- [Configure Flags](doc:flags)
- [Configure Frequent Currencies](doc:frequent-currencies)
- [Configure Market Segments](doc:market-segments)
- [Configure Product Types](doc:product-types)