Last modified by Megan Kahl on 2022/05/30 12:59
<
From version < 25.1 >
edited by Megan Kahl
on 2022/05/30 12:55
To version < 30.1 >
edited by Megan Kahl
on 2022/05/30 12:58
>
Change comment: There is no comment for this version

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Content
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14 14  [[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
15 15  
16 16  {{info}}
17 -(% style="text-align: center;" %)
17 +(% style="break-before: page; text-align: center;" %)
18 18  (% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
19 19  
20 20  
... ... @@ -24,7 +24,7 @@
24 24  {{/info}}
25 25  
26 26  
27 -(% style="text-align: center;" %)
27 +(% style="break-before: page; text-align: center;" %)
28 28  == (% style="color:#2980b9" %)**Checking for an existing Bank or Branch**(%%) ==
29 29  
30 30  
... ... @@ -32,17 +32,20 @@
32 32  
33 33  Go to the Administration Menu at the top of the screen. Select Financial Settings and then Banks.
34 34  
35 -[[image:Loading a new Bank or Branch_html_7c19c1d3938e80c.png||height="200" width="211"]]
35 +(% style="text-align:center" %)
36 +[[image:1653915211221-906.png||height="423" width="450"]]
36 36  
37 37  
38 38  The screen that opens will reflect all Banks loaded on the system.
39 39  
40 -[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="251" width="606"]]
41 +(% style="text-align:center" %)
42 +[[image:1653915242441-278.png]]
41 41  
42 42  
43 43  Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
44 44  
45 -[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
47 +(% style="text-align:center" %)
48 +[[image:1653915259926-751.png]]
46 46  
47 47  
48 48  When searching make sure to search for full names AND abbreviations. e.g., Standard Bank OR STD Bank.
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50 50  
51 51  To search for a branch, if the Bank already exists, select the (% style="color:#2980b9" %)“**Branches**”(%%) hyperlink.
52 52  
53 -[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
56 +(% style="text-align:center" %)
57 +[[image:1653915282254-497.png]]
54 54  
55 55  
56 56  The screen that opens will reflect the branches currently loaded on the system.
57 57  
58 -[[image:Loading a new Bank or Branch_html_f83abab365a06890.png||height="166" width="630"]]
62 +(% style="text-align:center" %)
63 +[[image:1653915302523-853.png]]
59 59  
60 60  
61 61  Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
62 62  
63 -[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
68 +(% style="text-align:center" %)
69 +[[image:1653915319430-974.png]]
64 64  
65 65  
66 66  When searching make sure to search for branch names AND branch codes. e.g., Vryheid OR 511024.
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67 67  
68 68  
69 69  
70 -(% style="text-align: center;" %)
76 +(% style="break-before: page; text-align: center;" %)
71 71  == (% style="color:#2980b9" %)**Adding a new Bank**(%%) ==
72 72  
73 73  
74 74  If a new (% style="color:#2980b9" %)**Bank**(%%) is to be created, double click on “Click here to add a new row” to add the new record.
75 75  
76 -[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
82 +(% style="text-align:center" %)
83 +[[image:1653915338665-253.png]]
77 77  
85 +
78 78  Populate the Bank Name and the relevant country, then select (% style="color:#2980b9" %)“**Update**”
79 79  
80 -[[image:Loading a new Bank or Branch_html_6f6356483f2c362a.png||height="74" width="630"]]
88 +(% style="text-align:center" %)
89 +[[image:1653915365478-674.png]]
81 81  
82 82  
83 83  
84 -(% style="text-align: center;" %)
93 +(% style="break-before: page; text-align: center;" %)
85 85  == (% style="color:#2980b9" %)**Adding a new Branch**(%%) ==
86 86  
87 87  
88 88  Should a new (% style="color:#2980b9" %)**branch** (%%)need to be created, double click on the Branches hyperlink.
89 89  
90 - [[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
91 91  
100 +(% style="text-align:center" %)
101 +[[image:1653915388277-267.png]]
92 92  
103 +
93 93  Double click on “Click here to add a new row” to add the new record.
94 94  
95 -[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
106 +(% style="text-align:center" %)
107 +[[image:1653915338665-253.png]]
96 96  
109 +
97 97  Populate the relevant fields – minimum requirements are Branch Name and Branch Code - then select (% style="color:#2980b9" %)“**Update**”
98 98  
99 -[[image:Loading a new Bank or Branch_html_abe354ab72d60333.png||height="93" width="630"]]
112 +(% style="text-align:center" %)
113 +[[image:1653915417294-732.png]]
100 100  
101 101  
102 102  
103 -(% style="text-align: center;" %)
117 +(% style="break-before: page; text-align: center;" %)
104 104  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
105 105  
106 106  
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