User Interface - Documentation
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Bank - User Interface

  • Entrance

    This is the login screen of the Banks application.

  • Banks

    This is the screen where banks are displayed.

    On the Banks screen, Order, Bank Name, Last Transaction, Number of Accounts, and Balance information are listed in a table. Users can view multiple pieces of information on one page.

    Click to view the details of a bank.

    The bank details include Account Number, Last Transaction, Total Incoming, Total Outgoing, and Balance information. Click to view the transaction details.

    On the Transaction Details screen, Date, Transaction, Description, Entry, Exit, Balance, Entry (TRY), Exit (TRY), and Balance (TRY) information are listed in a table. Bank payments are entered by pressing the Add New Transaction button from the Transactions menu. The transfer process is carried out by selecting the target with the Make Transfer button.

     

  • Account Types

    Account Types: Credit is divided into four types: Term, Current, Loan, and Credit Card.

    Credit

    The Credit screen includes Bank Name, Branch, Last Transaction, Total General, Total Outgoing, and Balance information.

    Bank details can be accessed by clicking on the loan.

    On the Bank Transactions Details screen, Date, Transaction, Description, Entry, Exit, Balance, Entry (TRY), Exit (TRY), and Balance (TRY) information are listed in a table.

    Futures

    The Futures screen includes Bank Name, Branch, Last Transaction, Total General, Total Outgoing, and Balance information. Bank details can be accessed by clicking on the maturity information.

    Current

    The Current Deposit screen includes Bank Name, Branch, Last Transaction, Total General, Total Outgoing, and Balance information. Bank details can be accessed by clicking on the current deposit information.

    Credit Card

    On the Credit Card screen, Bank Name, Branch, Last Transaction, Total General, Total Outgoing, and Balance information are listed in a table. Bank details can be accessed by clicking on the Credit Card information.

  • Branch Accounts

    This is the screen where Branch Accounts are displayed.

    On the Branch Accounts screen, the following information is listed in a table: Order, Bank Name, Last Transaction, Number of Accounts, and Balance.

    The Details screen can be accessed by clicking on a branch account.

    On the Details screen, the following information is listed in a table: Account Number, Last Transaction, Total Incoming, Total Outgoing, and Balance.

  • Analytics

    Analysis is conducted in two ways: Date-Based Balance and Bank Activity Report.

    Date Based Balance

    On the Date-Based Balance Report screen, the following information is listed in a table: Branch, Last Transaction, Total Incoming, Total Outgoing, and Balance.

    Bank Activity Report

    On the Bank Activity Report screen, the following information is listed in a table: Sequence, Bank/Account Number, Description, Account Type, Registration Information, Update Information, Transaction Date, and Amount. This allows analysis of movements related to the bank.

  • Transactions

    Transactions are divided into two types: Import from Bank and Import with Excel.

    Import from Bank 

    This option imports information directly from the bank.

    Import with Excel

    This option transfers information stored in an Excel file to the bank application. The following details are displayed in a table: Description, Amount, Status, and Transaction Date. To upload the file, select it and press the "Upload with Excel" button.

  • Settings

    The settings document can be accessed via the relevant menu.
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