Bank - Settings

Settings are customized according to the company's preferences from the General Settings menu.

The color of the application is set by selecting the preferred color.

The Banks application can be defined separately for branches if the company has multiple branches.

Account types can be associated with employees through employee connections.

When adding a transaction, selecting the current account or income/expense can be made mandatory.

When adding a transaction, selecting a transaction category can be made mandatory.

The selection of credit/debit records can be made mandatory.

Information is transferred using the Transfer from Bank Accounts feature.

The default transaction type is selected as Wire Transfer, EFT, or Credit Card.

This is the screen where bank definitions are displayed.

Multiple bank definitions can be created on the Bank Definitions screen. The Code, Bank Name, and Integration Infrastructure information for the created bank definitions are listed in a table.

To add a new bank definition, press the Add New button.

To add a Bank Definition, Bank, Bank Name, Bank Code, Status; Active/Passive, Order, Transfer Integration information is entered. After all operations are completed, they are saved by pressing the Save button.

Account Types

The Account Types page lists the Order, Account Type Name, and Account Type information.

To add a new account type, press the Add New button.

To add an Account Type, Account Type Name, Account Type, and Order information are entered. After all operations are completed, they are saved by pressing the Save button.

Account Definitions

More than one account can be created depending on the bank on the Account Definitions page.

On the Authorized Users screen, users are registered by giving them the necessary authorizations.