Managing Bank Account

The admin user can manage the bank accounts of the facility. The user can add the details of the account to be added as accounts that fund from transactions will go into, and manage the mode of transaction of an account. 

1. Click on Masters from the menu 

2. Select Manage Bank Account 

3. Click on + Add Bank Details to add account details 

4. Select the type of account, which is listed as the units/departments in the facility 

5. Select the mode of transaction 

6. Add the bank code value 

7. Click on Save to add 

The admin user can also edit or delete bank details 

1. From the list of bank details displayed under Total Records, click on the three-dotted icon in the Actions column corresponding to the bank details of interest 

• Select View to view full information on the account details 

• Select Delete to delete the account details 

• Select Edit to edit the information of an account 

1. Edit the information that can be edited 

2. Click on Save to update changes