Last modified by Megan Kahl on 2022/05/30 12:59
<
From version < 31.1
edited by Megan Kahl
on 2022/05/30 12:59
To version < 22.1 >
edited by Megan Kahl
on 2022/05/30 12:54
Change comment: Uploaded new attachment "1653915282254-497.png", version {1}

Summary

Details

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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="break-before: page; text-align: center;" %)
17 +(% style="text-align: center;" %)
18 18  (% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
19 19  
20 20  
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24 24  {{/info}}
25 25  
26 26  
27 -(% style="break-before: page; text-align: center;" %)
27 +(% style="text-align: center;" %)
28 28  == (% style="color:#2980b9" %)**Checking for an existing Bank or Branch**(%%) ==
29 29  
30 30  
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32 32  
33 33  Go to the Administration Menu at the top of the screen. Select Financial Settings and then Banks.
34 34  
35 -(% style="text-align:center" %)
36 -[[image:1653915211221-906.png||height="423" width="450"]]
35 +[[image:Loading a new Bank or Branch_html_7c19c1d3938e80c.png||height="200" width="211"]]
37 37  
38 38  
39 39  The screen that opens will reflect all Banks loaded on the system.
40 40  
41 -(% style="text-align:center" %)
42 -[[image:1653915242441-278.png]]
40 +[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="251" width="606"]]
43 43  
44 44  
45 45  Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
46 46  
47 -(% style="text-align:center" %)
48 -[[image:1653915259926-751.png]]
45 +[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
49 49  
50 50  
51 51  When searching make sure to search for full names AND abbreviations. e.g., Standard Bank OR STD Bank.
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53 53  
54 54  To search for a branch, if the Bank already exists, select the (% style="color:#2980b9" %)“**Branches**”(%%) hyperlink.
55 55  
56 -(% style="text-align:center" %)
57 -[[image:1653915282254-497.png]]
53 +[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
58 58  
59 59  
60 60  The screen that opens will reflect the branches currently loaded on the system.
61 61  
62 -(% style="text-align:center" %)
63 -[[image:1653915302523-853.png]]
58 +[[image:Loading a new Bank or Branch_html_f83abab365a06890.png||height="166" width="630"]]
64 64  
65 65  
66 66  Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
67 67  
68 -(% style="text-align:center" %)
69 -[[image:1653915319430-974.png]]
63 +[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
70 70  
71 71  
72 72  When searching make sure to search for branch names AND branch codes. e.g., Vryheid OR 511024.
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73 73  
74 74  
75 75  
76 -(% style="break-before: page; text-align: center;" %)
70 +(% style="text-align: center;" %)
77 77  == (% style="color:#2980b9" %)**Adding a new Bank**(%%) ==
78 78  
79 79  
80 80  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.
81 81  
82 -(% style="text-align:center" %)
83 -[[image:1653915338665-253.png||height="58" width="327"]]
76 +[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
84 84  
85 -
86 86  Populate the Bank Name and the relevant country, then select (% style="color:#2980b9" %)“**Update**”
87 87  
88 -(% style="text-align:center" %)
89 -[[image:1653915365478-674.png]]
80 +[[image:Loading a new Bank or Branch_html_6f6356483f2c362a.png||height="74" width="630"]]
90 90  
91 91  
92 92  
93 -(% style="break-before: page; text-align: center;" %)
84 +(% style="text-align: center;" %)
94 94  == (% style="color:#2980b9" %)**Adding a new Branch**(%%) ==
95 95  
96 96  
97 97  Should a new (% style="color:#2980b9" %)**branch** (%%)need to be created, double click on the Branches hyperlink.
98 98  
90 + [[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
99 99  
100 -(% style="text-align:center" %)
101 -[[image:1653915388277-267.png]]
102 102  
103 -
104 104  Double click on “Click here to add a new row” to add the new record.
105 105  
106 -(% style="text-align:center" %)
107 -[[image:1653915338665-253.png||height="58" width="327"]]
95 +[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
108 108  
109 -
110 110  Populate the relevant fields – minimum requirements are Branch Name and Branch Code - then select (% style="color:#2980b9" %)“**Update**”
111 111  
112 -(% style="text-align:center" %)
113 -[[image:1653915417294-732.png]]
99 +[[image:Loading a new Bank or Branch_html_abe354ab72d60333.png||height="93" width="630"]]
114 114  
115 115  
116 116  
117 -(% style="break-before: page; text-align: center;" %)
103 +(% style="text-align: center;" %)
118 118  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
119 119  
120 120  
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